Upcoming Events

Celebrate National 529 Day with Us – Unlock Education Savings Secrets! (Webinar)

Get ready to celebrate National 529 Day in style this May 29th!  Are you looking to give your child’s education a head start? Join us as we dive deep into the world of 529 Plans – your gateway to smart, efficient savings for future learning!

In 30 minutes or less we will cover:

  • The Power of 529 Plans: Learn how these plans are not just a savings tool, but a crucial part of securing your child’s educational future.
  • Exclusive Tips & Tricks: We’ll unveil unique strategies that can amplify your savings and maximize the benefits of your 529 Plan.
  • Interactive Q&A Session: Have specific questions? Get them answered live! Our experts are here to help you navigate the finer points of educational planning.

Mark Your Calendar! 

  • Date: Wednesday, May 29th, 2024
  • Time: 12:00 p.m. Central Time
  • Location: Zoom link will be provided to registered guests prior to the event.

This event is open to family and friends. Please share this invitation with anyone you feel may be interested.

(Zoom link will be provided prior to the event)

Estate Planning Seminar – Creekside Community Center

Join us for a complimentary educational Estate Planning workshop at the Creekside Community Center where you will learn how to control who gets what, when and how. At this workshop you will also learn how to avoid probate and the most common pitfalls associated with estate planning.

Topics will include:

  • If a will or trust is right for you
  • Understanding the biggest threats to the preservation of wealth
  • If your trust should be revocable or irrevocable
  • Maintaining family wealth over multiple generations
  • Strategies that could help reduce taxes

WHERE: Creekside Community Center

DATE/TIME: June 18 at 12:30 PM & 5:30 PM

This event is open family and friends as well. Please feel free to share this invitation with anyone you feel may benefit from it.

Car Show – July 27th, 2024

Please join us at the Let Freedom Ride Car Show on July 27th, 2024. One of our advisors, Cody Pollock, helps sponsor this great car show. There will be a food truck with pizzas and drinks for sale as well as free sno-cones while supplies last. If you have a cool or classic car that you would like to be in the show, please contact Cody Pollock at cpollock@signaturewealthmn.com or visit the car show website at www.msreg.com/LFRCS for information on how to register for the car show. The car show is a fundraiser for the SWCHS Robotics Team. 

WHERE: 1981 Bavaria Rd  Chaska, MN 55318

DATE/TIME: July 27th, 2024    9:00 a.m. to 1:00 p.m.

Webinar Archive

Understanding IRA’s

Social Security Webinar Replay

College Funding Webinar Replay

3 key concepts for business owners

Healthcare in Retirement

John N. Madson, CFP®, CRPC®

Financial Advisor
Certified Financial Planner™
National Social Security Advisor Certificate Holder

Cody Pollock

Cody R. Pollock CFP®

Financial Advisor
Phone: 952-873-1901
Fax: 952-388-6399
Email: cpollock@signaturewealthmn.com

Understanding Probate

Trust Basics

Social Security Basics


Estate Planning

Irrevocable Life Insurance Trust (ILIT)

Death of a Family Member Checklist

Advanced Estate Planning Concepts for Women

Signature Wealth Management is a marketing name for securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic does not provide tax or legal advice. This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.