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5764 Sunnybrook Drive Sioux City, IA 51106
5024 Bur Oak Place Suite 106
Sioux Falls, SD 57108

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EFS Group Wealth Management

(712) 224-4651

 

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

Taxes in Retirement Seminar - Sioux City 11:00am

May 17, 2022 11:00a - 12:30p Central Standard Time

Morningside University

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

Taxes in Retirement Seminar - Sioux Falls 6:30pm

May 12, 2022 6:30p - 8:00p Central Standard Time

Augustana University

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

Taxes in Retirement Seminar - Sioux Falls 11:00am

May 12, 2022 11:00a - 12:30p Central Standard Time

Augustana University

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

Taxes in Retirement Seminar - Sioux City

April 19, 2022 11:00a - 12:30p Central Standard Time

Morningside University

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

Taxes in Retirement Seminar - Sioux Falls 2:00pm

April 5, 2022 2:00p - 3:30p Central Standard Time

Augustana University

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

Taxes in Retirement Seminar - Sioux Falls 11:00am

April 5, 2022 11:00a - 12:30p Central Standard Time

Augustana University

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




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