Great Waters Financial

Great Waters Financial Helping you Live Greatly

It's surprising how small Social Security decisions can affect monthly income.Join us for a clear, no-pressure education...
07/14/2026

It's surprising how small Social Security decisions can affect monthly income.

Join us for a clear, no-pressure education session about Social Security and retirement planning.

Monday, July 27 at 5:30 PM
6Smith, 294 Grove Ln E, Wayzata, MN 55391
Free to attend

Bring questions.
We'll offer ideas and information.

Hosted by Great Waters Financial.
Conversation is informal and meant for people planning or already in retirement.

Register now

https://greatwatersfinancial.com/events/maximizing-your-social-security-july-27

Have you noticed Social Security decisions feel more complicated than they should?Join us for a clear, unbiased educatio...
07/14/2026

Have you noticed Social Security decisions feel more complicated than they should?

Join us for a clear, unbiased educational session with practical planning ideas.

Tuesday, July 28 at 5:30 PM.

6Smith, 294 Grove Ln E, Wayzata, MN 55391.

Free to attend.

We’ll cover how timing and choices fit into broader retirement planning.

Small group. Time for questions.

Save your seat.

https://greatwatersfinancial.com/events/maximizing-your-social-security-july-28

Most of us treat Social Security like a checkbox until we need it.An evening on Maximizing Your Social Security.Presente...
06/29/2026

Most of us treat Social Security like a checkbox until we need it.

An evening on Maximizing Your Social Security.

Presented by Great Waters Financial, an SEC-registered investment advisory firm.

For people planning for or already in retirement.

Wednesday, July 22 at 5:30 PM

Jensen's Food & Cocktails, 3840 Rahn Rd, Eagan, MN 55122

Free to attend

Word count: 63

Save your seat

https://greatwatersfinancial.com/events/maximizing-your-social-security-july-22

Most people assume Social Security is simple until they start making decisions.Maximizing Your Social Security.An inform...
06/29/2026

Most people assume Social Security is simple until they start making decisions.

Maximizing Your Social Security.

An informational session from Great Waters Financial.

Thursday, July 23 at 5:30 PM.

Jensen's Food & Cocktails, 3840 Rahn Rd, Eagan, MN 55122.

Free to attend.

Short, clear ideas for planning.

Local examples and plain language.

Time for questions.

Seats are limited.

No sales pitch.

Word count: 67

Save your seat

https://greatwatersfinancial.com/events/maximizing-your-social-security-july-23

Meet Deb, who just checked off a 10+ year bucket list item: Machu Picchu, at sunrise, on a Road Scholar trip to Peru she...
06/24/2026

Meet Deb, who just checked off a 10+ year bucket list item: Machu Picchu, at sunrise, on a Road Scholar trip to Peru she'd been dreaming about for years!

Her words say it best: "If not now, then when?"

So proud to know clients like Deb, who remind us what it really means to Live Greatly®.

Choosing when to claim Social Security can feel like a puzzle.Come hear clear, practical ideas from Great Waters Financi...
06/23/2026

Choosing when to claim Social Security can feel like a puzzle.

Come hear clear, practical ideas from Great Waters Financial about Social Security and retirement planning.

This is plain-language education. No sales pitch.

Designed for people thinking about claiming benefits or already collecting them.

Tuesday, July 14 at 5:30 PM
The Lexington, 1096 Grand Ave, St Paul, MN 55105
Free to attend

Save your seat.

https://greatwatersfinancial.com/events/maximizing-your-social-security-july-14th

Most people assume estate planning is only for the wealthy.It’s really about choices you make now.About who manages your...
06/23/2026

Most people assume estate planning is only for the wealthy.

It’s really about choices you make now.

About who manages your affairs and what you want.

It can be straightforward to start.

We’ll offer practical information.

Estate Planning Essentials

Tuesday, July 14 at 5:30 PM

Pittsburgh Blue Maple Grove, 11900 Main Street, Arbor Lakes Pkwy N, Maple Grove, MN 55369

Free to attend

Save your seat

https://greatwatersfinancial.com/events/estate-planning-essentials-july-14-2026

Choosing when to file Social Security can feel smaller than it really is.Come for clear, practical education about filin...
06/23/2026

Choosing when to file Social Security can feel smaller than it really is.

Come for clear, practical education about filing choices and timing.

Short presentation. Time for questions.

Hosted by Great Waters Financial, an SEC-registered investment advisory firm.

Monday, July 13 at 5:30 PM
The Lexington, 1096 Grand Ave, St Paul, MN 55105
Free to attend

Save your seat

https://greatwatersfinancial.com/events/maximizing-your-social-security-july-13th

Many people put estate planning on the back burner until it feels urgent.Join Great Waters Financial for an estate plann...
06/19/2026

Many people put estate planning on the back burner until it feels urgent.

Join Great Waters Financial for an estate planning workshop with clear, practical ideas for those planning or already in retirement.

The session is educational and focused on planning ideas.

Monday, July 13 at 5:30 PM.

Pittsburgh Blue Maple Grove, 11900 Main Street, Maple Grove, MN.

Free to attend.

Save your seat.

https://greatwatersfinancial.com/events/estate-planning-essentials-july-13-2026

Address

4100 Lexington Avenue N, Suite 100
Minneapolis, MN
55126

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16123602127

Website

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