YOU ARE POWERFUL

So is knowledge

Join us for our next event. We host monthly workshops based on up-to-date and relevant information that you won't want to miss.

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FIAT WEALTH MANAGEMENT NEW OFFICE OPEN HOUSE!

Friday, January 24, 2020

6:00pm - 8:00pm | Fiat Wealth Management Office, 1905 E. Wayzata Blvd., Suite 320 Wayzata, MN 55391

We welcome you to celebrate the beginning of the new year and enjoy our new office space with food, drinks and entertainment! We look forward to seeing you!

5 Questions To Ask A Financial Advisor

Wednesday, January 29, 2020

11:00am | Fiat Wealth Management Office, 1905 E. Wayzata Blvd., Suite 320, Wayzata, MN 55391

Join Matt and Brad as they discuss the things they feel that everyone should know about how the financial industry works. We will discuss how advisors, brokers, fiduciaries, and agents are different and the 5 best accountability questions to ask a financial professional.

RESERVE YOUR SEAT
IT'S ALWAYS BEEN A ROLLERCOASTER

Wednesday, December 18, 2019

11am | Brookview, Golden Valley

Join Matt and Brad as they take a voyage through history to discuss the beginning of the original boom and bust cycle beyond the stock market and examine how we can use this information to inform our decision making making in today's economy.

REGISTRATION CLOSED
LIFESTYLE - Creating happiness and joy through sustainable habits

Wednesday, November 20, 2019

11:00am | Brookview, Golden Valley, MN

This month we shift gears a bit and focus on wealth beyond just our financial decisions. We welcome Dr. Matt Wiest (The Center of Movement) to share some tips on integrating sustainable habits to help you feel better, move better & get into the driver seat of your physical well-being.

REGISTRATION CLOSED
Medicare and Health Insurance Decisions

Wednesday, October 30, 2019

11:00am | Brookview, Golden Valley, MN

Medicare open enrollment begins on October 15th and runs through December 7th. NOW is the time to evaluate whether it would be to your advantage to make changes to your plans. Join Matt and Brad as they discuss some of the criteria to think about when evaluating plan options.

REGISTRATION CLOSED
LIFESTYLE - Creating Happiness and Joy through Order

Wednesday, September 25, 2019

11:00am | Brookview, Golden Valley, MN

This month we shift gears a bit and focus on wealth beyond just our financial decisions. We truly believe that wealth is all encompassing and involves much more than just money. Time with those we hold dear, contribution to society, physical health, spiritual health, and satisfaction with our surroundings are all examples of holistic wealth. This month we welcome Terri Knutson to discuss bringing more satisfaction and peace with our surroundings in the way of creating order in our spaces.

REGISTRATION CLOSED
Taxes - We all deal with them….

Wednesday, August 28, 2019

11:00am | Brookview, Golden Valley, MN

Taxes may not sound all that exciting on the surface, however we have just experienced some of the largest tax reform in years. Are you paying too much? How will this be affected in retirement? Is there anything I should be changing because of the tax reform? Is this the right time to think about a Roth conversion? Matt and Brad will cover all of the questions above.

REGISTRATION CLOSED
Wills, Trusts and Beneficiaries, oh my….

Wednesday, July 31, 2019

11:00am | Brookview, Golden Valley, MN

Join us in welcoming our special guest Brian Kunkel to talk about estate planning. Do I need a will? Does a trust make sense for our family? Should I be updating my beneficiaries? Brian will go through some basics of estate planning and some practical information to help you get started on organizing or reviewing your current estate plan.

REGISTRATION CLOSED
Are Annuities Bad?

Thursday, May 30, 2019

11:00am | Shorewood Community & Event Center, Excelsior, MN

Matt & Brad welcome you to a discussion about "Are Annuities Bad?" You'll learn the differences between variable, fixed, indexed, income annuities and much, much more.

REGISTRATION CLOSED