Educational Events

September 19, 2019:

Dave Bromelkamp will be moderating a discussion on "Practical Steps Toward ESG Integration" at the 6th Annual Great Plains Institutional Forum at the Hyatt Regency in Minneapolis.

September 24, 2019:

Dave Bromelkamp will be a speaker on the Advisor Best Practices panel at the Sustainable Investing Solutions Conference at the Minneapolis Club.

October 10, 2019

Join us at our Fall Wealth Management Event entitled Generational Wealth–Successful Transfer Strategies. Anne Ward, Eric Hutchens and Kari Cedergren will discuss ways to minimize estate taxes and strategically transfer wealth to the people and causes you care about. The event will be held at Golden Valley Country Club.