Welcome, Birkie Expo Attendees!
Retirement University
Enhance your retirement.
We know the transition into retirement comes with challenges and opportunities. Marks Group Senior Wealth Advisor Matt Arnold coordinates two events each quarter for our clients and their friends. One is a classroom style presentation designed to help you learn more about a financial topic (Estate planning, social security, health insurance, retirement withdrawal strategies, etc.). The second will be activity-based. That’s code for “fun.” Gardening tips from a horticulturist, swing lessons from a golf pro, cooking classes from a local chef are some of the ideas we’ve done or considered. All events are free. The idea is to learn a few things that may enhance your retirement and enjoy yourself while surrounded by like-minded people.

Copyright © 2022 Marks Group Wealth Management. All rights reserved.
Disclosure Brochure
Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.
PHONE
(952) 582–6100
EMAIL
info@marksgroup.com
(952) 582–6100
info@marksgroup.com
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Copyright © 2022 Marks Group Wealth Management. All rights reserved.
Disclosure Brochure
Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.
Subscribe to receive exclusive content and invitations to upcoming events.
Copyright © 2022 Marks Group Wealth Management. All rights reserved.
Disclosure Brochure
Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.