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Upcoming Retirement Planning Today®




Learn how to:

  • Determine how much money you need to retire

  • Create your own goals for a “successful” retirement
  • Eliminate debt and improve cashflow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning




Bethel University, Anderson Center

  • Thursday, February 2nd & 9th – 6:00pm-9:00pm – Sign up here


  • Tuesday, February 7th and 14th – 6:00pm-9:00pm – Sign up here


Lake Superior College

  • Tuesday, February 21st & 28th – 6:00pm-9:00pm – Sign up here


  • Thursday, February 23rd & March 2nd – 6:00pm-9:00pm – Sign up here


*Are you already a client of Great Waters Financial and know somebody who could benefit from this class? Feel free to send them this link, we would love to work with them!