Investment Seminars:

Long-Term Care
Long-term care insurance is presented as a critical part of financial management for people who want to protect their assets, preserve their dignity and choose the kind of care they receive. Seminars will be held at TopLine’s headquarters located in Maple Grove. To register for one of the following dates, please call (763) 391-0598.

• Thursday, August 7 at 7 p.m.
  We welcome Stuart Bear, attorney with Chestnut and Cambronne, P.A. as he presents information on Medical Assistance (Medicaid) and the rules regarding paying for the cost of long term care in a nursing home or assisted living facility.



• Monday, October 6 at 7 p.m.

Estate Conservation
This seminar illustrates the problems, delays, and expenses that often accompany intestacy and probate. The estate distribution techniques associated with wills are presented, and trusts are introduced as a vehicle that can help many people overcome the challenges of estate distribution. Seminars will be held at TopLine’s headquarters located in Maple Grove.

• Wednesday, August 6 at 1 p.m.
  With a specail presentation by Susan Peterson, estate attorney with Henningson and Snoxell, LLP.

Tax Strategies
This seminar will help you understand the benefits of various tax planning opportunities, such as tax-favored investing, charitable giving, home ownership, and like-kind exchanges. Seminars will be held at TopLine’s headquarters located in Maple Grove. To register for the following date, please call (763) 391-0598.

• Wednesday, October 8 at 1 p.m.

Retirement Income
Retirement Income presents strategies to show you how to make the most of your savings and investments during retirement. Important issues are covered, such as retirement plan distributions, split annuity strategies and other income producing vehicles. Seminars will be held at TopLine’s headquarters located in Maple Grove. To register for one of the following dates, please call (763) 391-0598.

• Tuesday, October 7 at 7 p.m.

Retirement Plan Distribution Seminar
Retirement Plan Distribution presents basic strategies for receiving retirement plan distributions. Important issues are covered, such as matching a distribution method with retirement income needs and evaluating tax alternatives. Seminars will be held at TopLine’s headquarters located in Maple Grove.

• Tuesday, August 5 at 7 p.m.
  Focus on managing debt into retirement with special guest speaker Geoff Bullock, Financial Educator with Lutheran Social Services.

College Funding
College Funding helps educate families about the importance of personal accumulation as a college funding source. Starting now, identifying goals, making sound decisions, and using the right investment vehicles are emphasized in this excellent seminar. Seminars will be held at TopLine’s headquarters located in Maple Grove.

Homebuying Seminars:

Homeownership Seminar
Whether you’re a first time home buyer or you’re looking for a refresher before buying a new home, join TopLine’s mortgage consultant and a representative from CU Reality for a seminar that will help you with your next purchase. Seminars will be held at TopLine’s headquarters located in Maple Grove.

Reverse Mortgages
Reverse Mortgage seminars are aimed at those near retirement age or who may be approaching 62 years of age or older and would be interested in analyzing the benefits of a reverse mortgage. Seminars will be held at TopLine’s headquarters located in Maple Grove.

Business Banking Seminars:

• The Ten Most Common Mistakes Made with Employees
• Estate Planning for Business Owners
• Keeping the Cabin in the Family
• Wednesday, June 25, 11:45 a.m. - 1:00 p.m.
• Business Succession Planning
• Businesses Legal Status;
  A Checklist of Important Business Matters
• Wednesday, October 15, 11:45 a.m. - 1:00 p.m.

All seminars are held at TopLine's Maple Grove branch located at 9353 Jefferson Highway. For more information regarding these seminars please contact Todd Sanders, Business Development Officer at
(763) 391-0880.

Understanding Credit:

Learn the basics of credit - what it is, how to get it and most importantly once you establish good credit how you can keep it.  Topics include understanding your credit history, what lenders look for when you apply for a loan, credit reports, how to build good credit, and what determines your credit score. 

Financial Literacy Seminars:

It’s never too early to teach kids about the importance of spending, saving and sharing their money wisely. That’s why TopLine is committed to Get Smart with Your Money, a seminar series designed to bring parents and kids together to explore valuable life skills through lively, interactive discussions that are sure to keep the conversation going at home!

Please click here for tips and questions to get the conversation going at home!

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