125 Live • 125 Elton Hills Drive NW, Rochester, Minnesota 55901 • Get Directions
Past Event
3 Misconceptions about Estate Planning that Leave a Mess! From the misinformation shown on television and movies, to the stories you hear from family and friends, there are a lot of misconceptions about estate planning. Some of them leave a mess for…
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Rochester Area Foundation -- Community Room • 12 Elton Hills Drive NW, 2nd Floor, Rochster, Minnesota 55901 • Get Directions
Past Event
New Laws, New Rules — A Business-Owner Update We are thrilled to partner with CPAs from Hawkins Ash to present on the state and federal laws that have been implemented or will be soon. As a business owner, it’s important to stay up-to-dat…
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125 Live • 125 Elton Hills Drive NW, 102, Rochester, Minnesota 55901 • Get Directions
Past Event
Join Attorney Jen Gumbel for this popular seminar where she discusses the false beliefs people have about how wills and trusts work, and what probate really is. Learn what is true and what isn’t! Space is limited and registration is required to…
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Dodge Center Community Center • 35 East Main Street, Dodge Center, MN 55927 • Get Directions
Past Event
Protecting the family farm with a plan is often something that keeps farmers awake at night — tossing, turning and losing precious sleep! With more than 50% of farmers saying that a lack of succession planning is the biggest threat to their bus…
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Rochester Area Foundation -- 2nd Floor Community Room • 12 Elton Hills Drive NW, Rochster, Minnesota 55901 • Get Directions
Past Event
At this informational seminar, you will learn about how growing your wealth and protecting it after your gone go hand-in-hand. In an ever-changing economic landscape, the need for proactive wealth management and estate planning has never been more pa…
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125 Live • 125 Elton Hills Drive NW, Rochester, Minnesota 55901 • Get Directions
Past Event
Join Attorney Jen Gumbel when she drives into these misconceptions. From the truth that estate planning benefits individuals of various financial backgrounds to the falsehood that a will alone suffices, we’ll address these myths head-on. Join u…
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Lake City City Hall Conference Room • 205 West Center Street, Lake City, MN 55041 • Get Directions
Past Event
In the journey of life, it’s essential to consider not only the present but also the future. Estate planning is a crucial aspect that often gets overlooked. This presentation aims to shed light on the key components of estate planning, guiding…
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125 Live • 125 Elton Hills Drive NW, Rochester, MN 55901 • Get Directions
Past Event
Experience shows that many people have false beliefs about how wills and trusts work and what probate really is. Join Attorney Jen Gumbel to learn what’s true and what’s not. You might be surprised at how estate planning really works.
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Rochester Area Foundation -- Community Room • 12 Elton Hills Drive NW, Rochster, Minnesota 55901 • Get Directions
Past Event
Join Attorneys Alyssa K. Jerde, and Jennifer M. Shabel to learn how using an LLC to protect assets may be just what your estate plan needs. You will learn what an LLC is (and what is isn’t), how it can be an effective planning tool in the right…
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Winona County Historical Society -- Briarcombe Room • 160 Johnson Street, 102, Winona, MN 55987 • Get Directions
Past Event
Protecting the family farm with a plan is often something that keeps farmers awake at night — tossing, turning and losing precious sleep! With more than 50% of farmers saying that a lack of succession planning is the biggest threat to their bus…
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