Expiring Tax Laws Require Quick Changes By Pre-Retirement Baby Boomers

Chicken dinner with Oak Marsh Golf Cours elogo

You are invited to attend our complimentary fine dining educational workshop discussing how to plan for the recently changed tax laws!

This workshop is specifically designed for individuals who:
During the workshop you will learn:

Complimentary Dinner Menu:

Choice of Top Sirloin with Roasted Mushroom Sauce or Sauteed Chicken Breast topped with Champagne Cream Sauce; Roasted Garlic Mashed Potatoes, Sauteed Green Beans, Chef’s Salad & Assorted Bread.

About the Best-In-State Study

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Register for the Workshop

October 10 or October 11
6:30-8:00 PM

Steve Latham Bernicke Wealth Management financial advisor

Presenters: Ty Bernicke, CFP®, President and Executive Wealth Manager & Steve Latham, CFA, CFP®, Chief Investment Officer

  • Ty’s research on investment management, retirement planning, and tax minimization strategies have been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.
  • Ty has also been recognized by Forbes as a Best-In-State advisor for the years 2018, 2019, 2020, 2021, and 2022.
Oak Marsh Golf Course Logo

The dinner will take place at the Oak Marsh Golf Course, located at 526 Inwood Ave N, Oakdale, MN 55128. 

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor, Great Valley Advisor Group, and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

There can be no guarantee that strategies promoted will be successful and no guarantee of positive results. The strategies mentioned in the presentation may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.