Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

Lunch and Learn about the Steps Needed for a Successful Business Transition Plan

Aug 13, 2025 11:30 AM Central Daylight Time - Aug 13, 2025 01:30 PM Central Daylight Time
Interlachen Country Club 6200 Interlachen Blvd, Edina, MN , 55436

Join us for a lunch and learn at Interlachen country Club as our team of experienced advisors share how to successfully navigate the sale or transition of your business. This event is specifically designed for owners in construction, HVAC, plumbing, roofing, landscaping, pest control and related trades. We'll walk through the key steps in the sale process and provide guidance on how to structure a successful transition or succession plan. 

RSVP

The In's and out's of Buy/Sell Insurance

May 29, 2025 11:30 AM Central Daylight Time - May 29, 2025 01:30 PM Central Daylight Time
Interlachen Country Club 6200 Interlachen Blvd, Edina, MN , 55436

Join us as we go over the benefits of buy/sell life insurance for business partners.

Business succession planning lunch and learn

Apr 23, 2025 11:30 AM Central Daylight Time - Apr 23, 2025 01:30 PM Central Daylight Time
Interlachen Country Club 6200 Interlachen Blvd Edina, MN , 55436

Join us as we learn about the ins and outs of executing the transition of your business to a successor or buyer.