Seminar · Thursday, December 3 · Waconia
The Retirement Tax Playbook
A complimentary workshop on how taxes work once the paychecks stop, and the planning decisions worth making before they surprise you.
About the workshop
Plan for the tax side of retirement.
Most people spend decades saving for retirement and far less time planning how those savings will be taxed once they start using them. In 90 minutes, our advisors walk through the decisions that matter most, in plain English, with time for your questions.
- How required minimum distributions work, and the choices worth considering before they begin
- When a Roth conversion may make sense, and how timing affects your taxes and Medicare premiums
- How Medicare's income-based surcharges are calculated
- How Minnesota taxes Social Security and estates
- Year-end moves worth reviewing before December 31
Event details
- Date
- Thursday, December 3, 2026
- Choose a session
- Morning, 11:00 a.m. to 12:30 p.m.
Evening, 6:00 to 7:30 p.m. - Location
- Lake Waconia Regional Park, Sun Room
8170 Paradise Ln
Waconia, MN 55387
Get directions - Cost
- Complimentary. Spouses and guests are welcome.
Reserve your seat
Seating is limited. Choose the morning or evening session and tell us how many seats to save. We will confirm your reservation by email.
This is an educational workshop. It is not tax preparation and does not provide individual tax, legal or investment advice. E-Wealth Partners is an investment adviser registered with the SEC.
Another date
Prefer Minnetonka? Join us November 17.
The same workshop, with morning and evening sessions at The Marsh in Minnetonka.