Events

This is not your typical women &investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages.

Why it matters:
Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan.

Key Takeaways:

• How financial planning impacts long-term security
• What to expect at different life stages
• Real-life scenarios and practical tools
• How to guide others on this journey

Don’t miss this opportunity to gain confidence, build knowledge, and make a real impact

Join us in September for an engaging estate planning event hosted by Continuum Financial Group and featuring local industry experts! Together, we will learn more about estate and succession planning strategies and best practices from local professionals Shawn Vogt Sween, Lynn Miller & Jodi Miller-Hammes.
With over 75 years of combined experience in their respective fields, this is an event you won't want to miss!

Our Presenters:

Shawn Vogt Sween

Estate Planning You Understand.

Attorney, Law Office of Shawn Vogt Sween

Jodi Miller-Hammes, BFA, ChFC, RICP, CLTC, CEPA

Strategies to Help You Make an Impact With Your Estate.

Private Wealth Advisor, CEO, Continuum Financial Group

Following there will be a Q&A with our presenters to discuss the material, joined by Lynn Miller, EA - Enrolled Agent, LWJM Professional Tax Services.

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

• Managing tax benefits while supporting the causes that matter most to you
• Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
• Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
• Tax-related considerations when donating appreciated assets such as stock or real estate
• How charitable giving can align with your long-term planning objectives

Who should attend:

Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community!

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

• Combining finances in relationships
• Managing divorce or remarriage
• Planning for education and major purchases
• Preparing for retirement and healthcare needs
• Caring for aging loved ones
• Creating a lasting legacy

Why it matters:

Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:

Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community!

Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

• Understand how our emotions and behaviors can impact investment decisions

• Instill healthy financial behaviors

• Focus on goals and not 24-hour news cycle

Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community!

Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community!

Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community!

Join us for a fun night out at the Rochester Honkers Game! We are reserving the upper sports deck at Mayo Field for the Honkers game against the Duluth Huskies - Now scheduled for Monday, August 4th. Bring your family and friends for a nice night out at the ball field!

Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community!

During this complimentary session, we'll begin by reviewing the current landscape, including key tax figures for 2025, and a look at income and estate/gift taxes. Then, we'll highlight specific, actionable planning ideas to consider.

Join us for a hybrid Social Security and Medicare seminar, Presented by Principal Asset Management. Together, we will cover the basics of both topics, and important resources to keep in mind as you reach the age where you will be starting to draw from each.
This session is available for in-person or virtual attendance. For in-person attendance, please give our office a call to secure your spot at SMU-Rochester. For virtual participants, please use the registration link provided to sign up for the virtual session.