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Events

Whether it’s keeping up with changes or discussing some topics that might affect you in your retirement, our firm is dedicated to providing information and education to our clients and acquaintances . 

If you would like to join us at one of the venues listed below, please click on the link to register you and your guests.

Seating is limited and will be closed once we are full. If interested sign up right away to save you a spot!

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 17, 2022

11:00a - 12:30p

Morningside University

Taxes in Retirement Seminar - Sioux City 11:00am

During this event, EFS Group Wealth Management will offer advice and techniques to those retired, or near retirement. In addition to the Tax Changes, we will cover a variety of topics, including: - How to overcome the 5 biggest obstacles to a successful retirement - Shifting from accumulation to income and preservation of assets - Hidden fees inside of your mutual funds and 401k accounts - Pensions and Social Security – when and how to claim - Financially and mentally preparing for retirement

May 12, 2022

6:30p - 8:00p

Augustana University

Taxes in Retirement Seminar - Sioux Falls 6:30pm

During this event, EFS Wealth Management will offer advice and techniques to those retired, or near retirement. In addition to the Tax Changes, we will cover a variety of topics, including: - How to overcome the 5 biggest obstacles to a successful retirement - Shifting from accumulation to income and preservation of assets - Hidden fees inside of your mutual funds and 401k accounts - Pensions and Social Security – when and how to claim - Financially and mentally preparing for retirement

May 12, 2022

11:00a - 12:30p

Augustana University

Taxes in Retirement Seminar - Sioux Falls 11:00am

During this event, EFS Wealth Management will offer advice and techniques to those retired, or near retirement. In addition to the Tax Changes, we will cover a variety of topics, including: - How to overcome the 5 biggest obstacles to a successful retirement - Shifting from accumulation to income and preservation of assets - Hidden fees inside of your mutual funds and 401k accounts - Pensions and Social Security – when and how to claim - Financially and mentally preparing for retirement

April 19, 2022

11:00a - 12:30p

Morningside University

Taxes in Retirement Seminar - Sioux City

During this event, EFS Group Wealth Management will offer advice and techniques to those retired, or near retirement. In addition to the Tax Changes, we will cover a variety of topics, including: - How to overcome the 5 biggest obstacles to a successful retirement - Shifting from accumulation to income and preservation of assets - Hidden fees inside of your mutual funds and 401k accounts - Pensions and Social Security – when and how to claim - Financially and mentally preparing for retirement

April 5, 2022

2:00p - 3:30p

Augustana University

Taxes in Retirement Seminar - Sioux Falls 2:00pm

During this event, EFS Wealth Management will offer advice and techniques to those retired, or near retirement. In addition to the Tax Changes, we will cover a variety of topics, including: - How to overcome the 5 biggest obstacles to a successful retirement - Shifting from accumulation to income and preservation of assets - Hidden fees inside of your mutual funds and 401k accounts - Pensions and Social Security – when and how to claim - Financially and mentally preparing for retirement

April 5, 2022

11:00a - 12:30p

Augustana University

Taxes in Retirement Seminar - Sioux Falls 11:00am

During this event, EFS Wealth Management will offer advice and techniques to those retired, or near retirement. In addition to the Tax Changes, we will cover a variety of topics, including: - How to overcome the 5 biggest obstacles to a successful retirement - Shifting from accumulation to income and preservation of assets - Hidden fees inside of your mutual funds and 401k accounts - Pensions and Social Security – when and how to claim - Financially and mentally preparing for retirement

Event Registration