Families First Finances: Building Lasting Wealth

Families today are feeling the squeeze like never before. Groceries are more expensive, housing is pricier, from gas to housing, does your pay check seem to be shrinking? Inflation is eroding paychecks, the cost of goods is surging beyond control and tariffs are driving up prices on everything from groceries to household essentials. Where there previously had been a cushioned income, now it barely seemed to extend from one month to the next. The truth? The middle class is under siege and in the absence of a clear financial plan, many families stand to fall further behind.

The good news? There are a few smart tactics that can make all the difference. From generating income that’s tax-free to protecting your assets, we’re going to show you how to build wealth that won’t just change your life but will also put your loved ones well on the path to success!

Our Families First Finances seminar will teach you how to make intelligent money moves today that will help future generations. From generating income that’s tax-free to protecting your assets, we will show you how to build wealth that won’t just change your life but will also put your loved ones well on the path to success!

This isn’t just about savings. It’s about strategy. It’s about generational impact. And it’s about time.

During this seminar you will learn:

• Financial strategies for families like budgeting as a household, teaching kids about money, and using tools like life insurance, annuities, or tax-advantaged accounts to create stability
• How to set up trusts, wills, and estate planning tools that ensure assets pass smoothly and tax-efficiently to the next generation (and that these tools don’t cost a ton of money like you think, we’ll even provide free resources for these tools)
• A way to passing down financial wisdom, not just money, but how to instill financial literacy in children and heirs, creating values-based wealth (philanthropy, responsible investing, and family money conversations)

There is no reason your legacy should begin and end with a paycheck.

If you have children, parents to take care of, or are looking out for your own peace of mind, this seminar is the way for you to discover how you can secure income through protecting what's already been made while building enduring wealth and transferring a legacy that truly counts

You have worked too hard to let today’s economy determine your family’s future. This workshop is not just about numbers, it’s about making security, resilience, legacy that lasts generations.

Space is limited AND every time we hold this seminar, it fills up fast. Don’t procrastinate—it’s too risky to leave your family’s future in the hands of fate.

Location:

Ridgedale Library

12601 Ridgedale Drive
Minnetonka , MN 55305

{Larkspur Room 292}

Date:

Monday, October 20, 2025

Time:

7:00 pm - 8:00 pm

Types of Tickets:

VIP Bonus, guarantees you and your family a seat and also a FREE custom “Money Snapshot” including insider tips to optimize your cash flow, find hidden tax savings, and build more breathing room in your finances. After the seminar one of our License Financial Planners will find a mutual time for this confidential deep dive, we’ll meet you at your favorite coffee shop or over zoom.

Community Member, guarantees you and your family a seat and enters you into the daily seminar drawing for a FREE custom “Money Snapshot” including insider tips to optimize your cash flow, find hidden tax savings, and build more breathing room in your finances. You must be present to win, as we know you can’t win the race if you are sitting on the sofa in your living room.

Don’t wait until it’s too late to take control of your financial future.

Reserve your spot today!

🎟️ Admission is FREE , but signing up is required to attend 🎟️

What if one hour could change your families financial future forever?

This event is open to all registered attendees without regard to gender, marital status, pregnancy, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, veteran status or other legally protected characteristic. All are welcome.

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