Leading Edge

It's official: the countdown is ON ✨ We are UNSHAKABLE! Here is where vision becomes momentum, as we approach our Annual Kickoff Meeting. High-octane power movers and shakers from across our firm are gathering to shape audacious company goals for 2026, nail down personal and team goals, push the boundaries of what’s possible for the year ahead. This is where strategy and synergy live. Where the room catches fire with ideas, energy and just a touch of magic. We'll celebrate our victories, acknowledge awesome achievements and present awards that honor all of the hard work, dedication and love we gave during the past 12 months. And yes, we are also making room for the things that truly matter: • Superior education which will hone skills and broaden the mind • Real conversations and collaboration • Friendship, companionship and lots of fun We’ll see you in a couple weeks Nashville 🎶 If you still need a ticket, DM us before we close the doors. #newyearnewcareer #NewYearNewCareer2026 #financialindependnece #financialindependenceforwomen #financialfreedom #2026Goals #Goalsfor2026 #Debtfree2026 #Unshakable2026 #unshakable26 #businessgoals #nashvilleTN #musiccity #Gamechanging #FinancialEducation #NoFamilyLeftBehind #2026DoMore

The restart of wage garnishment for defaulted federal student loans starts soon! Notice to Borrowers is anticipated to begin the week of January 7, 2026. After notice, the borrowers will have at least 30 days in which to avoid any wage garnishment. It is the first time that federal wage garnishment is employed again, after pandemic-mandated suspensions on the government’s collection efforts. Have employees facing garnishment, need help your self, grab this checklist to help you or your employees navigate this complex issue, https://lnkd.in/gdcGN4Bu

Mix and mingle with small business owners, entrepreneurs, we'll swap ideas, build connections an increase our circle of influence. Let's mix and mingle with fellow entrepreneurs, swap ideas, and build connections at Small Business Connect - Networking for Small Business! Kick the new year off right, join the small business networking event, you'll make quality connection and build new relationships while growing your network. After the wine tasting, we will dive in with our signature Speed Connect, where everyone presents an elevator pitch style introduction of themselves to all those in attendance, so that right away everyone knows who you are, what you do and how you help others (3 minutes maximum). Next, you will have additional time for one-on-one connection with those that sparked your interest, and or those you want to know more about or maybe set up a collaboration. This format is high-energy, and the best way to get connected with right people without the aggravation of awkward small talk. Ideal for professionals, business owners, entrepreneurs and anyone who wants to expand their network. After the event, for those that are true networking gurus, we will provide a list of all attendees (those that opt-in) to take your networking to the next level. Once you are register, be sure to look out for an email from Kasten Rey JR (our Office Manager) he will put together a power-point for the Speed Connect, so when you speak your logo will appear on the screen along with your contact information and 1-3 sentences about your organization. Agenda 4:00 pm to 4:05 pm Welcome and Meet your Host 4:05 pm to 4:30 pm Wine Tasting Enjoy a sample of wine from our host Total Wine, you'll taste a variety of premium, hand-selected wines and discover hidden treasures. One of Total Wine's, wine experts will be on hand to present and discuss each delicious wine during the tasting. 4:30 pm to 5:30 pm Speed Connect Everyone will have three minutes to introduce themselves with a short elevator pitch style response. This round ensures that everyone has a chance to hear from every one so they can decide whom would be best for them to connect with afterwards. 5:30 pm to 6:00 pm Open Networking Follow up with anyone you were drawn to during introductions by sharing your information and discussing potential collaborations, referring or supporting each other. This event is open to all registered attendees without regard to gender, marital status, pregnancy, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, veteran status or other legally protected characteristic. All are welcome, but you MUST register; https://lnkd.in/gthcTYxW

Note everyone want's "stuff" at the Holidays. Sometime the best gift is one of kindness, listening and support. What is the best gift you received?

Future-Proof Your Finances in an Uncertain Economy A Smart Money Seminar Inflation is the silent paycheck killer. The cost of food, housing, gas and the other things we need every day just keeps going up but incomes have not kept pace. To millions of families, money seems to evaporate just as it arrives in the bank. The middle class is shrinking and many people are wondering how they’re going to make ends meet, let alone plan for the future. From groceries to household goods to materials, tariffs have resulted in higher costs. Families are feeling the squeeze already and over the long term, it could end up meaning an even smaller purchasing power for the typical paycheck. Amid a really uncertain economy, there’s never been more of a need for Smart Money Seminar. That’s why we developed Smart Money Seminar. This complimentary workshop will reveal, how to stretch every single dollar, eliminate wasteful spending and implement smart strategies, in order to protect and grow your money in these tumultuous economic times. What You’ll Learn: Practical solutions for making your money stretch, even if costs go up Smart budgeting applications that produce some breathing room from your paycheck Reliable cash flow plans for families AND small businesses You will walk away with clarity, confidence and concrete steps to take control of your finances, even when the economy seems out of control. Location: Ridgedale Library 12601 Ridgedale Drive Minnetonka , MN 55305 {Larkspur Room 292} Date: Wednesday, March 11, 2026 Time: 7:00 pm - 8:00 pm 🎟️ Admission is FREE , but signing up is required to attend 🎟️ This seminar is where everything turns around, the breakthrough that enables you to pay off debt faster, start saving for your dream vacation, buy your first home or finally handlling the financial chaos once and for all. This event is open to all registered attendees without regard to gender, marital status, pregnancy, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, veteran status or other legally protected characteristic. All are welcome. Seats are limited and we always sell out of this event. Don’t be that person, your financial future is too important to hold off upon. Secure your spot today: https://lnkd.in/gtZy6e99

BONUS: All attendees will receive a FREE copy of our proprietary Budget Blueprint Tool! Budgeting Blueprint: Real Life Finance Seminar Minus the Hype As prices continue to climb, uncertainty with Trump’s Tariffs, the feeling that paychecks are not stretching as far,and with the constant rise of the cost of food and gas, many people feel like their money, flutters away as soon as it enters their account. The reality is, most of us aren’t quite sure where our dollars are going and without a plan, it’s impossible to move forward. That’s why we put together this free seminar. In just one hour you will learn simple, money-changing steps to regain control of your money. Guided by licensed experts with a fiduciary obligation to put the best interests of you and your family first, you’ll walk away with advice you can immediately act on. Imagine walking out of a one hour seminar, knowing what to do with your money, stress off your shoulders and the confidence that you’re FINALLY moving toward financial freedom… That’s what the Budgeting Blueprint seminar provides! What You’ll Walk Away With: An Easy, Real-World Budgeting System: for once keep track of your money without feeling deprived A Proven Wealth-Building System: free up more money to pay off debt, save a bigger emergency fund and invest faster than you ever thought possible Your Personal Financial Roadmap: a road-map you can always refer to, in time of every curve ball life throws at you This seminar is where everything turns around, the breakthrough that enables you to pay off debt faster, start saving for your dream vacation, buy your first home or finally handlling the financial chaos once and for all. Space is limited, and we're always standing room only, every time we do this seminar! When the spots are gone, they’re gone, and you’re stuck twiddling your thumbs for months until there’s another opportunity. Location: Brooklyn Park Library 8500 West Broadway Brooklyn Park, MN 55445 {Shingle Creek Room} Date: Saturday, March 7 9:30 am Time: 7:00 pm - 8:00 pm 🎟 Admission FREE, must you must sign up 🎟 Added BONUS, everyone who attends this seminar will receive our Ultimate Budget Blueprint Tool, (worth $97) FREE! Stop wondering what happens with your money every month. Leave with clarity, confidence and your very own budgeting system designed for real life! Sign up today! What if one hour could change your financial future forever? This event is open to all registered attendees without regard to gender, marital status, pregnancy, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, veteran status or other legally protected characteristic. All are welcome. Sign up today https://lnkd.in/gxfpDeke

In today’s ever-changing economic environment, it's crucial for women entrepreneurs and business owners to strategically position themselves for success. For most households, the traditional stay-at-home mom isn’t a reality anymore. And for many households, two income streams just doesn't seem to be working either. Or worse yet, what would happen if you lost your partner and had to shoulder all of the financial responsibilities on your own? This seminar is designed to give you the tools and knowledge to be financially empowered, no matter the circumstances. Whether you're feeling the impact of new tax regulations or looking for ways to future-proof your business and family finances, this seminar will provide you with the essential tools to not just survive but thrive in these uncertain times. One thing is certain, money doesn't go as far as it used to. Rising costs, longer life expectancies, and shifting tax laws have made it more important than ever to have a real plan for your financial future. We’ll show you how to: Plan for retirement, protecting your assets, designing more than one stream of income, so that you aren’t at the mercy or subject to the volatility of a single source Find out how to negotiate salaries, reverse pay inequality and protect your finances from risk related to career breaks for caregiving Begin or expand your investing journey. Discover how to construct diverse portfolios that reflects what you believe in and utilize tactics to help you increase your wealth in a meaningful way This seminar is where everything turns around, the breakthrough that enables you to pay off debt faster, start saving for your dream vacation, buy your first home or finally handlling the financial chaos once and for all. Location: Minnetonka - Total Wine and More Ridgedale Festival Shopping Center 14200 Wayzata Boulevard Minnetonka, MN 55305 {Community Room} Yes, there really is a Community Room in the BACK of the Total Wine Date: Wednesday, March 4, 2026 Time: 7:00 pm - 8:00 pm 🎟️ Admission is FREE , but signing up is required to attend 🎟️ This event is open to all registered attendees without regard to gender, marital status, pregnancy, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, veteran status or other legally protected characteristic. All are welcome. P.S. Did you know, as recently as the 1970s (less than 50 years ago), women could not obtain a credit card or business loan without a male co-signer? Today, that barrier no longer exists, but the financial playing field has yet to be leveled. Households headed by women, widows and divorced women are still disadvantaged, as our speaker Megan will tell you as she shares her story. Secure your spot today: https://lnkd.in/gcTKFTUk

Overview How to Turn Your Business or Hustle into Long-Term Wealth Profits First: Financial Strategies for Entrepreneurs & Side Hustles A Smart Money Seminar How to Turn Hustle Into Lasting Wealth In today’s economy, families are more squeezed now than ever in today’s economy. Inflation continues to climb, paychecks are not stretching as far and new tariffs simply make essentials more costly. And for some families, a single paycheck or even two, is not enough. That’s why smart families are trading in their traditional jobs for entrepreneurship and side hustles, not just for supplemental income, but rather to have tax advantages and wealth-building opportunities, that running your own business can provide. Making money is one thing keeping as much of it as possible is something else entirely. In Profits First: Financial Strategies for Entrepreneurs & Side Hustles, we will teach you how to set up your side hustle (or business!) so that it serves YOU instead of the other way around! What You’ll Learn: How to Pay Yourself First (Without Starving Your Biz), basic practice of what profits are a priority, set aside taxes and still have enough to cover running the business Money Management for Growth, budgeting, cash flow monitoring and reinvestment methodology to drive growth without the feast or famine cycle of hiring Safeguarding and Maximizing Your Earning, discover how business structures, insurance (including life/IUL), and tax-smart strategies can protect more of your current income and multiply future streams of income This seminar is designed for: Families who’d love to grow their paycheck with smart business ownership Side hustlers who want to grow their gig into a real wealth-building asset Business owners seeking to maximize tax benefits and guard their income Location: Rockford Road Library 6401 N 42nd Avenue Crystal, MN 55427 {Conference Room} Date: Tuesday, March 3, 2026 Time: 7:00 pm - 8:00 pm Why You Can’t Miss This After this seminar, you’ll walk away with actionable insights, and the confidence that you’re moving in the right direction. 🎟️ Admission is FREE , but signing up is required to attend 🎟️ This event is open to all registered attendees without regard to gender, marital status, pregnancy, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, veteran status or other legally protected characteristic. All are welcome. Sign up today: https://lnkd.in/g6uzf2DC

BONUS: All attendees will receive a FREE copy of our proprietary Budget Blueprint Tool! Budgeting Blueprint: Real Life Finance Seminar Minus the Hype As prices continue to climb, uncertainty with Trump’s Tariffs, the feeling that paychecks are not stretching as far,and with the constant rise of the cost of food and gas, many people feel like their money, flutters away as soon as it enters their account. The reality is, most of us aren’t quite sure where our dollars are going and without a plan, it’s impossible to move forward. That’s why we put together this free seminar. In just one hour you will learn simple, money-changing steps to regain control of your money. Guided by licensed experts with a fiduciary obligation to put the best interests of you and your family first, you’ll walk away with advice you can immediately act on. Imagine walking out of a one hour seminar, knowing what to do with your money, stress off your shoulders and the confidence that you’re FINALLY moving toward financial freedom… That’s what the Budgeting Blueprint seminar provides! What You’ll Walk Away With: An Easy, Real-World Budgeting System: for once keep track of your money without feeling deprived A Proven Wealth-Building System: free up more money to pay off debt, save a bigger emergency fund and invest faster than you ever thought possible Your Personal Financial Roadmap: a road-map you can always refer to, in time of every curve ball life throws at you This seminar is where everything turns around, the breakthrough that enables you to pay off debt faster, start saving for your dream vacation, buy your first home or finally handlling the financial chaos once and for all. Space is limited, and we're always standing room only, every time we do this seminar! When the spots are gone, they’re gone, and you’re stuck twiddling your thumbs for months until there’s another opportunity. Location: Minnetonka - Total Wine and More Ridgedale Festival Shopping Center 14200 Wayzata Boulevard Minnetonka, MN 55305 {Community Room} Yes, their really is a community room in the back of the store! Date: Wednesday, February 25, 2026 Time: 7:00 pm - 8:00 pm 🎟 Admission FREE, must you must sign up 🎟 Added BONUS, everyone who attends this seminar will receive our Ultimate Budget Blueprint Tool, (worth $97) FREE! Stop wondering what happens with your money every month. Leave with clarity, confidence and your very own budgeting system designed for real life! This event is open to all registered attendees without regard to gender, marital status, pregnancy, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, veteran status or other legally protected characteristic. All are welcome.

uture-Proof Your Finances in an Uncertain Economy A Smart Money Seminar Inflation is the silent paycheck killer. The cost of food, housing, gas and the other things we need every day just keeps going up but incomes have not kept pace. To millions of families, money seems to evaporate just as it arrives in the bank. The middle class is shrinking and many people are wondering how they’re going to make ends meet, let alone plan for the future. From groceries to household goods to materials, tariffs have resulted in higher costs. Families are feeling the squeeze already and over the long term, it could end up meaning an even smaller purchasing power for the typical paycheck. Amid a really uncertain economy, there’s never been more of a need for Smart Money Seminar. That’s why we developed Smart Money Seminar. This complimentary workshop will reveal, how to stretch every single dollar, eliminate wasteful spending and implement smart strategies, in order to protect and grow your money in these tumultuous economic times. What You’ll Learn: Practical solutions for making your money stretch, even if costs go up Smart budgeting applications that produce some breathing room from your paycheck Reliable cash flow plans for families AND small businesses You will walk away with clarity, confidence and concrete steps to take control of your finances, even when the economy seems out of control. Location: Total Wine and More - Roseville 2401 Fairview Ave N #105 Roseville, MN 55113 {Community Room} Yes, there really is a Community Room in the BACK of the Total Wine Date: Tuesday, February 17, 2026 Time: 7:00 pm - 8:00 pm 🎟️ Admission is FREE , but signing up is required to attend 🎟️ This event is open to all registered attendees without regard to gender, marital status, pregnancy, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, veteran status or other legally protected characteristic. All are welcome. Seats are limited and we always sell out of this event. Don’t be that person, your financial future is too important to hold off upon.