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CMFA Seminars

Learn about investments, retirement, and more!

Central Minnesota Financial Advisors creates opportunities for you to learn about various topics such as retirement, social security, investments, Medicare, and so much more. Get educated and find a great resource for investing your hard-earned money.

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virtual seminar

Social Security and Your Retirement

Join us for a virtual seminar

During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

Space is limited so we urge you to reserve a virtual seat!

Reserve A Virtual Seat:

(No scheduled seminars)

Income for Life

Join us for a virtual seminar

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Here’s an opportunity to attend a valuable virtual seminar on this important topic, at no cost and no obligation:
Income for Life: Guaranteeing retirement income to last a lifetime

Join us for a virtual session that can help you set your financial direction and answer more of your questions:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Space is limited so we urge you to reserve a virtual seat!

Reserve A Virtual Seat at One of the Following Sessions

(No scheduled seminars)

The Return of Conservative Investing

Join us for a virtual seminar

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.

In this session you will learn the answers to questions, including:

  • How can conservative investments help you face today's economic risks?
  • What are the differences between CDs and annuities?
  • What are the different types of annuities?
  • How do you decide which conservative investment is right for you?

Space is limited so we urge you to reserve a virtual seat!

Reserve A Virtual Seat at One of the Following Sessions

(No scheduled sessions)

How to Weather a Bear Market

Join us for a virtual seminar

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:

  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?

Space is limited so we urge you to reserve a virtual seat!

Reserve A Virtual Seat at One of the Following Sessions

(No scheduled sessions)

Understanding Medicare

Join us for a virtual seminar

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation virtual seminar that can help answer your questions.

Here’s an opportunity to attend a valuable educational virtual seminar on this important topic.

During the virtual seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning. You’ll learn the answers to your Medicare questions and discuss:

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income

Space is limited so we urge you to reserve a virtual seat!

Reserve A Virtual Seat at One of the Following Sessions

(No scheduled sessions)

The 3 Transitions to Retirement

Join us for a virtual seminar

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement. Here’s an opportunity to attend a valuable virtual seminar on this topic.

During this session, you'll learn:

  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement

Space is limited so we urge you to reserve a virtual seat!

Reserve A Virtual Seat:

(No scheduled sessions)

Redefining a Diversified Portfolio

A virtual seminar about exploring new possibilities for risk management

In today's volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

Here’s an opportunity to attend a valuable virtual seminar on this important topic.

You’ll find out more how retirement savers are facing new challenges, and the new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

Space is limited so we urge you to reserve a virtual seat!

Reserve A Virtual Seat at One of the Following Sessions

(No scheduled sessions)

Women & Investing: Steering toward retirement

Join us for a virtual seminar

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.

Here’s an opportunity to attend a valuable, virtual seminar on this important topic.

The virtual seminar will focus on taking control of your future through investing. You'll also learn about:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

Space is limited so we urge you to reserve a virtual seat!

Reserve A Virtual Seat at One of the Following Sessions

(No scheduled sessions)

Rollover Planning

Join us for a virtual seminar

When retiring or starting a new job, understand the options for your existing retirement savings. Often times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.
In this session you will learn the answers to questions, including:

  • Pros and Cons to leaving your money in the company plan
  • Possible taxes or penalties we may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA

Space is limited so we urge you to reserve a virtual seat!

Reserve A Virtual Seat:

(No scheduled sessions)

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Magnifi Financial Credit Union and Central Minnesota Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central Minnesota Financial Advisors, and may also be employees of Magnifi Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Magnifi Financial or Central Minnesota Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union
Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.