Retirement Ready
What's Your Endeavr?

Friday, February 7, 2025 | 8:30 - 10 am

601 CLUB, CARLSON TOWERS | MINNETONKA, MN

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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, Retirement Planning Specialist, 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
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