Greetings!

We are excited to let you know of an upcoming two-part Financial Planning Course that Vector Wealth Management will be hosting this February at Century College in White Bear Lake, MN.

While this program is open to anyone in the community, we’re sharing it with you specifically so you can extend the opportunity to a friend or family member who may benefit from learning more about retirement-focused financial planning.

You are welcome to attend, but for most existing clients, your dedicated advisor remains the best resource for personalized guidance. This course is intended primarily for those who may not yet have a structured financial plan or advisory relationship.

Course Details

The course will be taught by a Senior Wealth Advisor and will include two 2-hour sessions, each from 10 am to noon.

Series 1:

• Tuesday, February 3

• Monday, February 10

Series 2:

• Thursday, February 5

• Thursday, February 12

Century College is located at 3300 Century Ave N, White Bear Lake, MN 55110.

A Valuable Opportunity for Someone You Know

The course provides practical information on: 

• Estimating how long retirement savings may need to last

• Social Security strategies and other retirement income sources

• Tax-efficient withdrawal planning

• Investment considerations and risk management

• Long-term health care planning

• Estate planning fundamentals and distribution strategies

Attendees receive a workbook/textbook and clear frameworks they can apply to their own financial situations.

Who Might Benefit

This program is especially well suited for:

• Individuals age 50+ preparing for retirement within the next decade

• New or recent retirees seeking structure and clarity in their planning

• Friends, colleagues, or family members who have questions about income planning, healthcare costs, taxes, or estate considerations

• Anyone looking for educational, unbiased financial guidance in a classroom setting

There is no obligation for participants. After the course, attendees may choose to meet one-on-one with a Vector advisor to discuss and ask questions about what they have learned.

Your Guest’s Registration Is on Us

The course normally carries a registration fee (around $50), but Vector will cover the full cost for any guest you refer.

To reserve a spot for someone you know—or to attend yourself—simply contact us and let us know. We’ll follow up with details and ensure seats are saved.

Thank you for helping us extend this educational opportunity to the people in your life who may find it valuable.