Free Webinar: How Minnesota Retirees Can Ensure Their Retirement Savings Last
Retirement is a once-in-a-lifetime milestone that people dedicate decades of their lives to preparing for. Naturally, this monumental transition raises some fairly unwieldy (and often uncomfortable) financial questions. With market uncertainty, fickle inflation, and changing tax laws, it’s vital to ensure your savings will support your lifestyle in this next chapter.
Join Pine Grove Financial Group’s Joel Baumgarten, CFP®, and Jeff Clark, CFP®, as they answer the most pressing retirement questions for Minnesota families and provide actionable strategies to help you maximize your retirement income, protect your investments, and position you and your family for a long, fulfilling retirement.
Questions We’ll Help You Answer
- Can I retire now? Or should I wait? Learn how to assess your financial readiness.
- How do I generate income in retirement? Explore strategic withdrawal strategies and ways to make your savings last.
- What if the market crashes? Understand market risks, sequence of returns, and how to safeguard your portfolio.
- How should I claim Social Security? Avoid common claiming mistakes and learn how to maximize your benefits.
- Are Minnesota taxes worse for retirees? Get the facts on state tax laws and strategies to minimize taxes.
- Should I retire in a different state? Weigh the financial and lifestyle factors before making a big move.
- How should I invest during retirement? Learn how to balance growth and stability in your portfolio.
- Markets are at all-time highs — now what? Understand what to do (and what to avoid) when markets are up.
Webinar Details
Date: April 8, 2025
Time: 1:00 PM CST
Location: Live Virtual Event
Meet the Experts
Joel Baumgarten, Wealth Advisor, CFP®
With over 15 years of experience, Joel has helped thousands of families prepare for retirement with confidence. Growing up in rural Wisconsin, he learned the value of hard work and smart financial decisions — lessons he now applies to guiding clients through the twists and turns of retirement planning. His clear, structured approach ensures his clients feel supported every step of the way.
Jeff Clark, Wealth Advisor, CFP®
A former international martial arts competitor turned financial expert, Jeff brings discipline and precision to retirement planning. Since launching his career just before the 2008 financial crisis, he has helped thousands of families build resilient retirement strategies. His approach is rooted in practical, statistically reliable strategies with built-in guardrails to protect what truly matters.
Register Now
Reserve your spot now and take the guesswork out of retirement. Get real answers, discover practical strategies, and unlock lasting peace of mind. Sign up for a free webinar.
👉 Have questions? Contact us.
