Description
Learn More About the Decisions That Shape Retirement
Join us for a complimentary educational seminar covering several important areas of retirement planning—including Social Security, Medicare, retirement income, tax considerations, and estate planning.
Financial Advisor Dennis Glover will lead the discussion, joined by guest speaker Dan Rundahl. Together, they will share practical information designed to help you better understand your options and make thoughtful decisions as you prepare for retirement.
During this presentation, we’ll discuss:
- Important considerations when deciding when and how to claim Social Security
- Ways to better understand and simplify your Medicare choices
- How Social Security can work alongside your other sources of retirement income
- Tax considerations that may affect your retirement income strategy
- The role of estate planning in preparing for your family’s future
Retirement planning involves many interconnected decisions. This seminar is designed to make those topics feel clearer, more approachable, and easier to understand—whether retirement is approaching or you simply want to begin planning ahead.
Date and Time
Thu, Aug 20, 2026
6:00p - 7:30p CST
Location
La Crosse Lunda Center - Western Technical College
Note
Parking Lot M (corner of 7th St N & Vine St) Entrance at NE corner of Lunda Center Rundahl Financial Consultants is not affiliated with or endorsed by Western Technical College Rundahl Financial Consultants is not affiliated with the Social Security Administration or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.
This event is not associated with or endorsed by the Social Security Administration, Medicare, or any other government agency.
Please note that strategies for maximizing Social Security benefits assume no foreknowledge of life expectancy. For example, if you delay claiming benefits to receive a higher monthly amount but pass away earlier than anticipated, claiming at an earlier age may have resulted in a greater total benefit.
Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Rundahl Financial Consultants and CreativeOne Securities, LLC are not affiliated.