Workshops
Dreaming of Retirement?
Join us to learn about the Tax cuts and Jobs Act of 2017 and how it pertains to your Social Security Strategies, and Retirement.
You'll learn:
- Strategies that may increase your benefits
- Factors to consider before applying for benefits
- How to avoid costly mistakes
- The potential impact of taxes on your retirement income
There is a lot you need to know. Our examples help make it easier to understand.
Upcoming Classes
Medicare Updates and Social Security Basics
October 9, 4:00-5:30
October 10, 4:00-5:30
Framework For Retirement
October 25, 6:30 - 8:00
October 30, 6:30 - 8:00
Seating is limited! RSVP by calling 952-898-1227 or filling out the short form below.
Tedd Bradley
Partner
Tedd is a Partner of Vantage Point Wealth Management’s Edina office. He has been in the financial services industry helping individuals pursue their goals for over eighteen years.
Mark Neubauer
Financial Advisor
877-205-4662
As a member of the Vantage Point Wealth Management Team, Mark has been helping individuals, families and businesses reach their short and long-term goals. With nearly 25 years in the industry, his experience has helped him improve the...