Great Waters Financial

Great Waters Financial Helping you Live Greatly

The first Social Security statement arrives in the mail and it hits you. This is real now—time to make choices that matt...
09/02/2026

The first Social Security statement arrives in the mail and it hits you. This is real now—time to make choices that matter.

Join us for a conversation about what goes into deciding when to start Social Security, and the factors that can shape your monthly income in retirement.

Thursday, September 17 at 5:30 PM
Acqua Restaurant & Bar, 4453 Lake Ave S, White Bear Lake, MN 55110
FREE

Register now.

https://greatwatersfinancial.com/events/maximizing-your-social-security-sept-17th

The first time a Social Security statement arrives in the mail, it feels more like a reminder than a roadmap. But knowin...
09/02/2026

The first time a Social Security statement arrives in the mail, it feels more like a reminder than a roadmap. But knowing what those numbers mean can shape how and when you claim benefits down the line.

At this session, we’ll break down how Social Security works, what to consider before you file, and ways your choices might affect your retirement income.

Thursday, September 10 at 5:30 PM
The Boat Club - Duluth, MN
600 E Superior St, Duluth, MN 55802
FREE

Register now.

https://greatwatersfinancial.com/events/maximizing-your-social-security-sept-10th

You remember the first time a Social Security statement landed in your mailbox. It felt more like a reminder than a road...
09/02/2026

You remember the first time a Social Security statement landed in your mailbox. It felt more like a reminder than a roadmap.

At our upcoming event, we'll break down how Social Security fits into your retirement income picture, and what to know before you file.

Wednesday, September 9 at 5:30 PM
The Boat Club - Duluth, MN
600 E Superior St, Duluth, MN 55802
FREE

Register now.

https://greatwatersfinancial.com/events/maximizing-your-social-security-sept-9th

The first time a Social Security statement arrives in the mail, it feels like a milestone. But the real decisions come l...
09/02/2026

The first time a Social Security statement arrives in the mail, it feels like a milestone. But the real decisions come long before you read the numbers.

Join us for a conversation about how Social Security fits into your retirement income, and get clear on what impacts your choices about when to claim.

Tuesday, September 15 at 5:30 PM
Acqua Restaurant & Bar, 4453 Lake Ave S, White Bear Lake, MN 55110
FREE

Register now.

https://greatwatersfinancial.com/events/maximizing-your-social-security-sept-15th

Most people put off thinking about Social Security until it's time to file.Get clear information in a relaxed setting fr...
08/12/2026

Most people put off thinking about Social Security until it's time to file.

Get clear information in a relaxed setting from Great Waters Financial.

Short talk. Time for questions.

Wednesday, September 2 at 5:30 PM.

Redstone Maple Grove, 12109 Main St, Maple Grove, MN 55369.

Free to attend.

Bring a partner or a friend.

This is education only.

Save your seat (63 words)

https://greatwatersfinancial.com/events/maximizing-your-social-security-september-2nd-dinner

Sometimes the smallest choices about benefits feel bigger once retirement starts.Join a relaxed session with clear infor...
08/12/2026

Sometimes the smallest choices about benefits feel bigger once retirement starts.

Join a relaxed session with clear information and planning ideas.

Short talk.

Time for questions.

Wednesday, September 2 at 12:00 PM.

Redstone Maple Grove, 12109 Main St, Maple Grove, MN 55369.

Free to attend.

This is education, not sales.

No products will be sold.

Word count: 61

Save your seat

https://greatwatersfinancial.com/events/maximizing-your-social-security-september-2nd

Sometimes the smallest paperwork oversights create the biggest headaches later.Join us for an Estate Planning Essentials...
08/12/2026

Sometimes the smallest paperwork oversights create the biggest headaches later.

Join us for an Estate Planning Essentials workshop that explains common documents and decisions.

Tuesday, September 1 at 5:30 PM

Char Blue Riverside, 307 E River Pkwy, Champlin, MN 55316

Free to attend

This is education and planning information from Great Waters Financial, an SEC‑registered investment adviser.

Save your seat.

Word count: 63

https://greatwatersfinancial.com/events/estate-planning-essentials-september-1st

Most people think estate planning is only for the wealthy.Come to an easy, practical session about estate planning essen...
08/12/2026

Most people think estate planning is only for the wealthy.

Come to an easy, practical session about estate planning essentials. Short explanations. Plain language. Time for questions. This is education, not a sales pitch. We’ll share planning ideas and clear information. Bring a spouse or friend.

Monday, August 31 at 5:30 PM
Char Blue Riverside, 307 E River Pkwy, Champlin, MN 55316
Free to attend

Save your seat

https://greatwatersfinancial.com/events/estate-planning-essentials-august-31st

She's had her eye on this convertible for years, and now it's hers. 🎉 Sun out, roof back, root beer in Stillwater. What ...
08/06/2026

She's had her eye on this convertible for years, and now it's hers. 🎉 Sun out, roof back, root beer in Stillwater. What a way to spend a summer afternoon! We are so happy for her. Go Live Greatly®

Most people tuck Social Security decisions into the later pile.Join us for Maximizing Your Social Security.Tuesday, Augu...
07/31/2026

Most people tuck Social Security decisions into the later pile.

Join us for Maximizing Your Social Security.

Tuesday, August 18 at 5:30 PM.

Location: CRAVE, Roseville.

Free to attend.

An evening of clear information about Social Security timing and planning ideas.

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

We’ll explain options and things to consider.

Bring a list of questions.

Save your seat.

https://greatwatersfinancial.com/events/maximizing-your-social-security-august-18th

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

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