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Investment Seminars:
Long-Term Care
Long-term care insurance is presented as a critical part of financial management
for people who want to protect their assets, preserve their dignity and choose the
kind of care they receive. Seminars will be held at TopLine’s Learning Center located at 9353 Jefferson Hwy in Maple Grove.
To register for one of the following dates, please call
(763) 391-0598.
- Monday, October 6 at 7 p.m.
Estate Conservation
This seminar illustrates the problems, delays, and expenses that often accompany
intestacy and probate. The estate distribution techniques associated with wills
are presented, and trusts are introduced as a vehicle that can help many people
overcome the challenges of estate distribution. Seminars will be held at TopLine’s
Learning Center located at 9353 Jefferson Hwy in Maple Grove.
Tax Strategies
This seminar will help you understand the benefits of various tax planning opportunities,
such as tax-favored investing, charitable giving, home ownership, and like-kind
exchanges. Seminars will be held at TopLine’s Learning Center located at 9353 Jefferson Hwy in Maple Grove.
To register for the following date, please call (763) 391-0598.
- Wednesday, October 8 at 1 p.m.
Retirement Income
Retirement Income presents strategies to show you how to make the most of your savings
and investments during retirement. Important issues are covered, such as retirement
plan distributions, split annuity strategies and other income producing vehicles.
Seminars will be held at TopLine’s Learning Center located at 9353 Jefferson Hwy in Maple Grove. To
register for one of the following dates, please call (763) 391-0598.
- Tuesday, October 7 at 7 p.m.
Retirement Plan Distribution Seminar
Retirement Plan Distribution presents basic strategies for receiving retirement
plan distributions. Important issues are covered, such as matching a distribution
method with retirement income needs and evaluating tax alternatives. Seminars will
be held at TopLine’s Learning Center located at 9353 Jefferson Hwy in Maple Grove.
College Funding
College Funding helps educate families about the importance of personal accumulation
as a college funding source. Starting now, identifying goals, making sound decisions,
and using the right investment vehicles are emphasized in this excellent seminar.
Seminars will be held at TopLine’s Learning Center located at 9353 Jefferson Hwy in Maple Grove.
Homebuying Seminars:
First Time Home Buyers Seminar
TopLine mortgage advisors partner with LSS Financial Counseling to hold this free seminar.
Topics include how to become a homeowner, budget and money managing tips, building and maintaining
good credit, understanding the buying process and how to get pre-qualified.Seminars
will be held at TopLine’s Learning Center located at 9353 Jefferson Hwy in Maple Grove.
To reserve your spot, call 763-391-0877.
- Saturday, September 13 at 10 a.m.
Homeownership Seminar
Whether you’re a first time home buyer or you’re looking for a refresher
before buying a new home, join TopLine’s mortgage consultant and a representative
from CU Reality for a seminar that will help you with your next purchase. Seminars
will be held at TopLine’s Learning Center located at 9353 Jefferson Hwy in Maple Grove.
Reverse Mortgages
Reverse Mortgage seminars are aimed at those near retirement age or who may be approaching
62 years of age or older and would be interested in analyzing the benefits of a
reverse mortgage. Seminars will be held at TopLine’s Learning Center located at 9353 Jefferson Hwy in Maple Grove.
Business Banking Seminars:
- The Ten Most Common Mistakes Made with Employees
- Estate Planning for Business Owners
- Keeping the Cabin in the Family
- Business Succession Planning
- Businesses Legal Status;
A Checklist of Important Business Matters
- Wednesday, October 15, 11:45 a.m. - 1:00 p.m.
All seminars are held at TopLine's Maple Grove branch located at 9353 Jefferson
Highway. For more information regarding these seminars please contact Todd Sanders,
Business Development Officer at (763) 391-0880.
Understanding Credit:
Learn the basics of credit - what it is, how to get it and most importantly once
you establish good credit how you can keep it. Topics include understanding
your credit history, what lenders look for when you apply for a loan, credit reports,
how to build good credit, and what determines your credit score.
Financial Literacy Seminars:
It’s never too early to teach kids about the importance of spending, saving
and sharing their money wisely. That’s why TopLine is committed to Get Smart with Your Money,
a seminar series designed to bring parents and kids together to explore valuable
life skills through lively, interactive discussions that are sure to keep the conversation
going at home!
Please
click here for tips and questions to get the conversation going
at home!
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