Events & Workshops
Exclusive Event: Lunch and Learn on Lake Minnetonka
This event is by invite only. Interested? Submit your interest today if we have not talked about this yet!
Date: Thursday, August 22 • Onboard by 11 a.m. (Submit your interest to be the first to know more!)
Where: Meet in Excelsior
What: Learn about how we strive to use Tax Savvy Investing to enhance your net results. (Hint: When you pay less tax on your investment income, then you can keep more of what you earn!) So zoom in on these ideas that we use in client portfolios.
Then we will embark on our lake tour and enjoy lunch onboard!
Backstory: My wife took me on a date this summer with this very charter group. It was such a great experience! We joined a bunch of folks on a sunset cruise, ate ribs, enjoyed drinks, and watched the sun set while enjoying the peacefulness of the lake.
Call my office at 855-575-1837 for more details or to submit your interest!
I'm Interested in the Cruise Event. Is there room onboard?
During this presentation, municpal bonds will be discussed, which has various risks including loss of principal and may not be suitable for every investor. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
The Lion King
Mingle at the Movies with Mullin Wealth Management
(Registration required below.)
Where: Emgaine Movie Theater (Rogers, Minn.)
When: TBD
More info: Be sure to arrive prior to showtime to enjoy some snacks and to mingle. We will have you register in the main floor's party room. Ask staff for directions. (Let the front box office know that you are with the Mullin Wealth Management event.)
Register Here *Required
More Information About This Movie Event
So what is going to happen before the movie and after?
- This is how I meet folks like you. Movies are a fun place to gather.
- I realize some guests will come for a free movie - and that is all. That is okay!
- I am asking you to register with your e-mail to politely keep in touch. (I read that persistent emails are annoying.)
- And I hope that some may be inspired to stay in touch, and become clients when something comes up. Some attend these events knowing that they have a few questions and we end up working together.
I'm big on making my self accessible to my clients. This is something I did this past fall in Rogers. And the turnout was great!
Capacity: Up to 30 guests are invited to register. May adjust at my discretion based on demand.
"Thank you for considering Mullin Wealth Management as a resource for Financial Guidance as Life Changes!"
Business Roundtable
An exclusive small group of Minnesota-based business owners who get together to
share best practices.
-We meet around Central MN and the Cities.
-We meet quarterly.
-One example of a visits focus is tax savvy solutions for business owner
-Another example of a topic is crafting your vision
-Meet key advisors and friends
-Discuss Peter's passion: Craft both your business story and your LIFE story. Learn how to relate your story to your employees and customer base!
"There are no victory laps for entrepreneurs. (Unless you take a lap around the park by yourself.) There are only pursuits and achievements. You can step back regularly and appreciate what you’ve achieved and obtained...
...Think of it like this: For much of our self-employed lives we breathe with two interconnected lungs. We have a right lung and a left lung. The right lung is our business assets and finances. It fuels our personal lives. The left lung is our personal finances, goals and assets. But they breathe together. One affects the other...
So the question becomes how do you capture the value and joy and accomplishment that the right lung (business) has brought into your life? How do you think of your wealth to shape what's next for you?"
(False Financial Finish Lines by Peter Mullin, 2018)
*This is not a place to come to 'pitch' your business. We strive to know one another well and have mutual respect for each other. You must work with Mullin Wealth Management or know one of our clients to attend.
Mullin Wealth Management organizes this exclusive group. Guest Speakers are not affiliated with LPL Financial or Mullin Wealth Management, LLC.
Movie Night in NovemberRogers, MN
Workshop: FAFSA and College Bound Families*Rogers Emagine Movie Theater*
Register Here
Join us before the holiday season for a family friendly event. RSVP required.
No products will be presented at this event. Educational only. Attendees may be invited to schedule a private consultation.
ROGERS MOVIE NIGHT
Topic: FAFSA & College Bound Families
Date: November 10, 2018
Time: Presentation begins at 3:30 p.m. ; We will conclude in timely manner for 4 p.m. showtime. Please watch Facebook for updates
Movie: Dr. Seuss' The Grinch
Location: Emagine Movie Theater (Rogers)
Come watch Dr. Seuss' The Grinch with Mullin Wealth Management and family. A 20 minute presentation prior to the movie will cover topics such as tax planning, college funding options, and considerations for high income earners.
Capacity: Up to 25
October 2018 Top Golf!
Taxes and Retirement PlanningLive event at Top Golf, Brooklyn Park
Count me in!
There are four scheduled dates for this event.
Afternoon of Thursday, October 11 at 4:30 p.m.
Morning of Saturday, October 13 at 9 a.m.
Afternoon of Saturday, October 13 at 11:30 a.m.
Afternoon of Thursday, October 18, 4:30 p.m.
Join us for some golf fun & learning. A brief presentation will focus on the Tax Cuts and Jobs Act and retirement. 2018 has especially introduced the need to review the impact of taxes on retirement and high income earners. Learn how some tax planning can affect your life today and tomorrow.
Learn More About:
Required Minimum Distributions
Retirement Income
2018 Tax Changes
Investing in Retirement
Medicare Surtax
*First come, first serve basis. May postpone event(s) as needed.
Capacity: Up to 16 total. Top Golf states that only 6 may golf per group of 8.
The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.
All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Generally, the more potential for growth offered by an investment, the more risk it carries.