2019 PROGRAM GUIDE - Connect. Learn. Grow. Do.
Alternative Investing Strategies – April 16, 2019 (7:30 - 9pm)
Join Brennan McCarthy, CFP® as he unpacks the techniques needed to build wealth through real estate investing. Key topics include: finding deals, analyzing deals, getting financing, adding value, managing critical relationships, and capturing financial benefits. Light Dinner and Door Prizes Included. Seating is Limited to 25 guests. Snacks and refreshments served! RSVP to (877) 664-2583 or email@example.com. Located inside the Learning Center at Fare Hypnosis: 8353 Crystal View Road #201, Eden Prairie, MN.
Uncovering Business Value – May 9, 2019 (7:30 - 9am)
Troy Noor, CFP®, CFA can teach you how to find and use your business value inside your overall financial plan. For most families that own a business, the value is often substantial, but unknown. Key topics include: business valuation, business planning concerns, family dynamics, and business succession. Seating is Limited to 25 guests. Coffee and bagels served! RSVP above or email
Equipping the Next Generation – August 1, 2019 (7 - 8:30pm)
Gain a multi-generational planning perspective, as Aaron Kolkman, MSF, CFP® unpacks issues involved with transferring family wealth and values. Key content includes: 1) addressing major risks, 2) drafting a legacy letter, and 3) stewardship principles. This offering is for families both exploring and refining their estate planning priorities. BOOK SIGNING TO FOLLOW. The first 5 RSVP's receive a signed copy of The Life Cycle of Wealth™ (Expanded Edition). Seating is limited to 100. Light dinner and refreshments served!
Family Fall Harvest – September 14, 2019 (2 - 7:00pm)
The first ever social event for BOULEVARD families! Let BOULEVARD treat your entire family to an afternoon of relaxation, as you enjoy
Minnesota’s colorful outdoors, pick apples, ride a horse, enjoy a barbeque, and sit by the fire. Invite other families! RSVP HERE, call (877) 664-2583 or email firstname.lastname@example.org. Located at the Noor Family Farm: 10224 Babcock Ave, Plato, MN.
Having the Care Conversation – November 12, 2019 (6:30 - 8:30) RSVP NOW AVAILABLE
This special program equips families to handle care conversations with loved ones in the middle changing circumstances. Hear from a local couple sharing their story, and from panelists including Joel Denney, Eunice Neubauer, CSA®, and Derek Villars, CLU®, CASL®, ChFC® . Emcee'd by Amy Miller. 6:30-7 pm networking, lite dinner, 7-7:45 panel discussion, 7:45-8 questions, 8-8:30 one-on-one conversations with experts and vendors. Free will donation will be accepted for the remodel of the Senior Center. All are welcome. RSVP HERE, email email@example.com, or call (877) 664-2583. Located at the Chanhassen Senior Center: 7700 Market Boulevard, Chanhassen, MN 55317.