EDUCATIONAL RETIREMENT SEMINARS

Join us at our complimentary dinner seminars to learn how to protect your retirement income, navigate tax laws, and manage market conditions.

Seminars

Are you curious about your retirement options? Our educational seminar events educate clients and potential clients on a number of important topics. For example, market conditions, tax laws, and safeguarding your retirement income against losses. We’ll also discuss ways to protect your principal from a down market, while setting yourself up for reasonable rates of return.**

Join us!

Join us for a delicious, no-cost, no-obligation gourmet dinner as we discuss important retirement information. We’re committed to giving our guests both important information and an enjoyable experience. We offer these events free of charge because we believe in the importance of educating retirees and pre-retirees in the communities we serve.

We Look Forward To Meeting You!

Let us know the area that you are located in and we will reach out to you about upcoming retirement seminars in your area.

Our Company

Contact Info

Justin Mundt

MN Insurance License #40154183
WI Insurance License #13566251
IA Insurance License #13566251

Mundt & Associates

MN Insurance License #40385178
WI Insurance License #3001059504
IA Insurance License #1002231384

9:00am-5:00pm

1249 Whitewater Avenue
Saint Charles, MN 55972

By Appointment Only

1530 Greenview Drive SW #114
Rochester, MN 55902

By Appointment Only

306 Main Street #7
La Crescent, MN 55947

By Appointment Only

1176 Frontage Road East #1
Owatonna, MN 55060

*Backed by the claims paying ability of the carrier. **Our products offer a reasonable rate of return, over time.

Justin Mundt is an Investment Advisory Representative of Realta Investment Advisors, Inc. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. Advisory services offered by registered individuals through Transce3nd, LLC, a SEC registered investment advisor. Transce3nd, LLC and Mundt & Associates are not affiliated entities.

Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. All insurance and investment strategies have the potential for profit or loss. Always consult with a licensed insurance professional who is qualified to evaluate your specific circumstances and to offer a professional opinion with respect thereto. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.

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