Learning together, in good company.

We bring business owners and their families together to learn, ask questions, and connect.

E-Wealth Partners hosts educational seminars and small gatherings for business owners, entrepreneurs, and their families. Topics cover estate planning, tax strategy, retirement, and planning for kids and college.

The format is simple, real questions, plain answers, and time to talk with people who are working through the same decisions you are.

Upcoming events

A complimentary workshop on how taxes work once the paychecks stop. Two dates, each with a morning and an evening session.

Tuesday, November 17, 2026

The Retirement Tax Playbook

Morning (11:00 a.m. to 12:30 p.m.) or evening (6:00 to 7:30 p.m.) session
The Marsh, Dragon Room
Minnetonka

Details and RSVP

Thursday, December 3, 2026

The Retirement Tax Playbook

Morning (11:00 a.m. to 12:30 p.m.) or evening (6:00 to 7:30 p.m.) session
Lake Waconia Regional Park, Sun Room
Waconia

Details and RSVP

Past events

Johnnie GameDay – E-Wealth Partners' Game Plan

October 3, 2026 – Collegeville, MN

E-Wealth sponsored the "Game Plan" segment on the first-ever Johnnie GameDay at Saint John's University, with head coach Gary Fasching at the desk before the Johnnies beat Bethel 42-16.

See the recap

Social Security Seminar

September 22, 2026 @ 6:00 pm – 7:30 pm
September 25, 2026 @ 11:00 am – 12:30 pm
Victoria Recreation Center, Victoria, MN

How Social Security benefits are calculated, when to claim, and how the timing decision fits into a broader retirement plan.

View the slides (PDF)

Estate Planning Seminar

September 9, 2026

Plan Beyond the Ordinary: estate, investment, and tax strategies business owners and their families can put into action right away.

View the slides (PDF)

Want an invitation to our next event?

Leave your name and email and we will let you know when the next one is on the calendar.

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Learn how we help you achieve your financial goals.

A clear, intentional plan for business owners, entrepreneurs, and executives who want more from their wealth.

How we help

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