Events
Upcoming Events
Retirement Ready: What is your Endeavr?
SESSION 2: Income and tax planning strategies for retirement distribution plans- Friday, April 4th, 2025
- Breakfast @ 8:30 am
- Seminar from 9 - 10 am
601 Club, Carlson Towers
Minnetonka, MN
1 Hour | 45-Min Presentation + 15-Min Q&A
Join Leif Briel, Founder of Endeavr, and Tim Demery, Regional Vice President at Jackson National Life Distributors for an in-depth session on navigating your retirement income strategy.
Key topics include:
- Shifting from Accumulation to Distribution – Learn how to transition from saving to spending while maintaining financial security.
- Tax-Efficient Withdrawal Strategies – Discover the best ways to minimize taxes and maximize your retirement income.
- Roth Conversions & Longevity Planning – Explore how strategic Roth conversions and annuities can support long-term financial stability.
RETIREMENT SERIES SCHEDULE
- February 7: Building Your Retirement Roadmap & Optimizing Accounts
- April 4: Income & Tax Planning Strategies for Retirement Distribution Plans
- September 11: Healthcare, Long-Term Care, & Medicare Maximization
- November 7: Estate Planning, Gifting, & Purposeful Living
Past Events
Retirement Ready: What is your Endeavr?
SESSION 1: BUILDING YOUR RETIREMENT ROADMAP & OPTIMIZING RETIREMENT ACCOUNTS- Friday, February 7th, 2025
- Breakfast @ 8:30 am
- Seminar from 9 - 10 am
601 Club, Carlson Towers
Minnetonka, MN
1 Hour | 45-Min Presentation + 15-Min Q&A
Join Leif Briel, Founder of Endeavr, and Matt Fitch, owner of Fitch and Strong Group, as they guide you in building a strong retirement foundation. Gain insights on defining goals, estimating expenses, and structuring savings with tax-efficient strategies. Learn to manage retirement accounts, maximize Social Security, and explore growth-focused investments. Don’t miss this chance to create a clear roadmap for your retirement with our specialized guidance!
RETIREMENT SERIES SCHEDULE
- February 7: Building Your Retirement Roadmap & Optimizing Accounts
- April 4: Income & Tax Planning Strategies for Retirement Distribution Plans
- September 11: Healthcare, Long-Term Care, & Medicare Maximization
- November 7: Estate Planning, Gifting, & Purposeful Living
Join Endeavr at the Sever's Fall Festival
Join us at our Endeavr tent from 10 am to 12 pm for a festive pumpkin painting activity. Our team will greet you at the festival entrance and guide you to our tent, where you can enjoy treats and great company while the kids decorate pumpkins. If painting isn't your thing, there's plenty more to explore for adults and families alike at the festival!
Stay as long as you like and experience a variety of attractions, including live shows, food and beverage vendors, giant slides, and a corn pit.
We can't wait to see you there and strengthen our relationship in such a fun setting!
Warm regards,
The Endeavr Team
Join Endeavr at the 2024 CT Pickleball Summer Kickoff!
Calling all pickleball enthusiasts! 🏓 Join our founder, Leif Briel, for what is becoming the largest pickleball tournament in Minnesota. Endeavr is thrilled to kick off summer with a weekend of fun, good sportsmanship, and pickleball! Bring a friend and join us for an unforgettable experience!
When: May 25, 2024 - May 27, 2024
Where: Lucky Shots Pickleball Club
Where: 3300 5th St NE Minneapolis, Minnesota 55418
Register: CT Pickleball Minnesota
We hope to see you there!