Past events

Understanding Social Security Decisions: Optimizing your Benefits

CDT

701 Eateries, 701 N University Dr, Fargo, ND 58102

Shane Donohue, Business Consultant - John Hancock

Surety Wealth Group

Join us for a complimentary seminar to better understand social security decisions and how to optimize your benefits.

There is no cost or obligation to attend.

John Hancock and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involved investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.

10 Myths about College Savings Plans - 529s Seminar

CDT

Baron's Eatery & Bar (Located inside KingPinz), 3485 Jacks Way S, Fargo, ND 58104

Geoff Williams - John Hancock

Surety Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

The cost of college can be daunting for many families. Join us for a complimentary lunch seminar where we will discuss the ins and outs of 529 college savings plans and how you can help your student save for their college expenses.

There is no cost or obligation to attend.

John Hancock and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involved investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.

Bloom Social

CDT

Grandflower Farm, 47057 Benny Lane, Perham, MN 56573

Surety Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Take a drive in lakes country and join our team at Grandflower Farm, located near beautiful Perham, MN! Attend the morning or afternoon session and create a bouquet for your home or to bless someone with.

Have someone you think might be interested in hearing more about Surety? Bring them along, grab lunch in Perham and make a day of it!

Surety's Annual Client Picnic

CDT

Surety Wealth Parking Lot, 567 32nd Avenue East, Suite A, West Fargo, ND 58078

Surety Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for our annual Surety Wealth Picnic where we get to say, "Thank You" to our clients. Food trucks, ice cream, games, bingo and fun! Come and go as you please, anytime between 5-7 PM, located in our Surety parking lot!

School Supply Drive

CDT

Surety Wealth Office, 567 32nd Avenue East, Suite A, West Fargo, ND 58078

Surety Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

We'll be collecting school supplies to benefit Friends of the Children, a local non-profit organization, who will distribute the supplies in August to kids in need!

Supplies needed: Folders, Pencils, Colored Pencils, Glue Sticks, Markers, Wide-Ruled Notebooks
Supplies will be collected at the Surety Office starting on July 15th through July 31st.