Broker Check

Events

Upcoming Events

May 21, 2026

12:00p - 1:30p

Mill City Financial Partners

Social Security Lunch & Learn, hosted by Patrick Wight

Your social security benefits can be an important source of retirement income. This seminar will help answer questions about Social Security benefits – such as when to start taking benefits; the tax implications of receiving Social Security; Medicare basics; options for spousal benefits, survivor benefits, and divorce situations. Arrive: Doors open at 12:00 (noon) for a light lunch Presentation will run from 12:30-1:30pm Presenter: Ben Bergherr, Allianz Life Financial Services To RSVP, please call Jen Meyer at 763-330-1190 or email Jen@MillCityFP.com

This seminar is funded in part by Allianz Life Financial Services

July 28, 2026

11:30a - 1:00p

Mill City Financial Partners, hosted by Patrick Wight and Kip Johansen

Mid-Year Outlook Lunch & Learn

Now is a great time to review the year's market behavior. Please join us as we host our mid-year outlook with guest speakers Taylor Topousis & Anne Kinsman of Franklin Templeton Investments. This presentation examines financial factors at play, including Middle East tensions, the Strait of Hormuz, the Russia-Ukraine conflict, and other market influences. Doors open at 11:30 for a light lunch, and the presentation will be from 12 - 1 p.m. If you have any questions about this event, please call Jen Meyer at 763-330-1190. This event is hosted by Patrick Wight and Kip Johansen of Mill City Financial Partners, and is funded in part by Franklin Templeton Investments.

October 31, 2026

10:45a - 1:30p

EMAGINE WILLOW CREEK

Client Appreciation Event - Halloween Movie Theater Matinee

Mill City Financial Partners invites you to celebrate the season with a fun and relaxed Halloween-themed movie matinee -- perfect for all ages.  WHEN: SATURDAY, OCTOBER 31, 2026 11:00 – 1:00 PM WHERE: EMAGINE WILLOW CREEK 9900 SHELARD PARKWAY, PLYMOUTH

Past Events

March 28, 2026

9:30a - 2:00p

Feed My Starving Children

Feed My Starving Children - Service Event

Join us for a special morning of service with the Mill City Financial Partners team. On Saturday, March 28, we will be volunteering together at Feed My Starving Children in Chanhassen, where we will help pack nutritious meals for children in need around the world. It’s a meaningful and hands-on way to make a difference, and we would be honored to share the experience with you. Event Details: When: Saturday, March 28 from 9:30 – 11:15 AM Where: Feed My Starving Children; 18732 Lake Drive East; Chanhassen, MN 55317 After our volunteer session, we will gather for food and beverages from 11:15-2:00pm at Hackamore Brewing Company to relax and spend some time together. Where: Hackamore Brewing Company; 18651 Lake Drive East; Chanhassen, MN 55317 To RSVP, call Jen Meyer at 763-330-1190

November 11, 2025

11:30a - 1:00p

Mill City Financial Partners, hosted by Patrick Wight

Medicare Lunch & Learn

Join us for an informative event where we'll guide you through the essentials of Medicare and how it can impact your financial planning. Learn about the different parts of Medicare, enrollment periods, and key strategies for making informed healthcare decisions. Patrick Wight will provide insights on how Medicare fits into your retirement planning, while guest speaker Chris Abbott will discuss the latest Medicare developments that may impact healthcare costs. Presenter Chris Abbott, of the North Star Resource Group, and Patrick Wight of Mill City Financial Partners look forward to answering your questions. Arrive at 11:30 for a light lunch. The presentation will be from 12:00-1:00pm. To reserve your spot, please call Jen Hoke at 763-330-1190 or email her at Jen@millcityfp.com.

October 9, 2025

11:30a - 1:00p

Mill City Financial Partners

Estate Planning Lunch & Learn

Estate planning is an important tool to preserve and transfer wealth to future generations and charitable causes. Join us as Attorney Greg Deckert discusses how to use wills, trusts, powers of attorney, and other estate planning techniques to help minimize taxes, avoid probate, and protect your assets. We'll also cover the key issues impacting medical assistance planning. Presenter Greg Deckert of Deckert Law P.A. and host Patrick Wight of Mill City Financial Partners look forward to answering your questions. Arrive at 11:30 for a light lunch, and the presentation will be from 12 - 1 p.m. Reserve a spot by calling Jen Hoke at 763-330-1190 or email Jen@millcityfp.com

September 9, 2025

11:30a - 1:00p

Mill City Financial Partners, hosted by Patrick Wight

Retirement Income Planning Lunch & Learn

With increasing life expectancies comes greater fears of outliving one's money in retirement. This seminar introduces a formal planning process that can set realistic expectations for retirement income and expenses. We'll also discuss opportunities to enhance Social Security benefits, reveal common income gaps, and leverage annuity solutions to help build a reliable income. Presenter Jason Carlson of Allianz Life Financial Services and host Patrick Wight of Mill City Financial Partners look forward to answering your questions. Arrive at 11:30 for a light lunch. The presentation will be from 12:00-1:00pm. Please call Jen Hoke at 763-330-1190 if you have any questions.

August 12, 2025

11:30a - 1:00p

Mill City Financial Partners, hosted by Kip Johansen and Patrick Wight

Mid-Year Outlook Lunch & Learn

Now is a great time to review the year's market behavior. Please join us as we host our mid-year outlook with guest speaker Anne Kinsman of Franklin Templeton Investments. This presentation examines the financial factors at play, including economic developments, world events, impacts of the presidential election, and other market influences. Arrive at 11:30 for a light lunch, and the presentation will be from 12 - 1 p.m. If you have any questions about this event, please call Jen Hoke at 763-330-1190. This event is hosted by Kip Johansen and Patrick Wight of Mill City Financial Partners.

July 15, 2025

11:30a - 1:00p

Mill City Financial Partners, hosted by Patrick Wight

Artificial Intelligence Lunch & Learn

Join us for an eye-opening event on the Age of Artificial Intelligence and its impact on your personal wealth and the global economy. We’ll explore how AI is transforming industries, disrupting traditional financial systems, and shaping economic trends, with a focus on its role in wealth management. Our guest speaker, Kosal Prum of Fred Alger & Company, will discuss the opportunities and challenges AI presents for investors, consumers, and businesses alike, offering strategies to navigate this evolving landscape. Don’t miss this chance to understand how AI is reshaping the financial world and what it means for your financial future. Arrive at 11:30 for a light lunch, and the presentation will be from 12 - 1 p.m. If you have any questions about this event, please call Jen Hoke at 763-330-1190 or email her at Jen@millcityfp.com.

May 6, 2025

11:30a - 1:00p

Mill City Financial Partners, hosted by Patrick Wight

Social Security Lunch & Learn

Social Security benefits can be an important source of retirement income. This seminar will help answer some of the basic questions people have about Social Security benefits, such as when to start taking benefits; the tax implications of receiving Social Security; Medicare basics; options for spousal benefits, survivor benefits, and divorce situations. Presenters Ben Bergherr of Allianz Life Financial Services and Patrick Wight of Mill City Financial Partners look forward to answering your questions. Arrive at 11:30 for a light lunch, and the presentation will be from 12 - 1 p.m. If you have any questions about this event, please call Jen Hoke at 763-330-1190.

October 15, 2024

9:30a - 11:00a

Mill City Financial Partners, hosted by Patrick Wight

Estate Planning Seminar

Estate planning is an important tool to preserve and transfer wealth to future generations and charitable causes. Join us as Attorney Greg Deckert discusses how to use wills, trusts, powers of attorney, and other estate planning techniques to help minimize taxes, avoid probate, and protect your assets. We’ll also cover the key issues impacting medical assistance planning. Presenter Greg Deckert of Deckert Law P.A. and host Patrick Wight of Mill City Financial Partners look forward to answering your questions. ARRIVE AT 9:30 FOR LIGHT REFRESHMENTS 10:00 - 11:00 PRESENTATION Reserve a spot by calling Jen Hoke at 763-330-1190 or email jen@millcityfp.com

September 12, 2024

11:30a - 1:00p

Mill City Financial Partners, hosted by Patrick Wight

Retirement Income Planning

With increasing life expectancies comes greater fears of outliving one's money in retirement. This seminar introduces a formal planning process that can set realistic expectations for retirement income and expenses. We'll also discuss opportunities to enhance Social Security benefits, reveal common income gaps, and leverage annuity solutions to help build a reliable income. Presenter Jason Carlson of Allianz Life Financial Services and host Patrick Wight of Mill City Financial Partners look forward to answering your questions. Arrive at 11:30 for a light lunch. The presentation will be from 12:00-1:00pm. If you have questions about this event, please call Jen Hoke at 763-330-1190.

July 23, 2024

9:30a - 11:00a

Mill City Financial Partners, hosted by Kip Johansen and Patrick Wight

Mid-Year Outlook

Now is a great time to review the year's market behavior. Please join us as we host our mid-year outlook with guest speaker Anne Kinsman of Franklin Templeton Investments. This presentation examines the financial factors at play, including economic developments, world events, implications of the presidential election, and other market influences. This event is hosted by Kip Johansen and Patrick Wight of Mill City Financial Partners. If you have questions about registering, please call Jen Hoke at 763-330-1190.

June 4, 2024

11:30a - 1:00p

Mill City Financial Partners, hosted by Patrick Wight

Social Security Lunch & Learn

Social Security benefits can be an important source of retirement income. This seminar will help answer some of the basic questions people have about Social Security benefits – such as when to start taking benefits; the tax implications of receiving Social Security; Medicare basics; options for spousal benefits, survivor benefits, and divorce situations. Presenters Ben Bergherr of Allianz Life Financial Services and Patrick Wight of Mill City Financial Partners look forward to answering your questions. Arrive at 11:30 for a light lunch, and the presentation will be from 12 - 1 p.m. If you have any questions about this event, please call Jen Hoke at 763-330-1190.

Event Registration

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