Age-Friendly Information Station is a FREE lunch & learn seminar held at the Balkan Community Center (5524 Hwy 73, Chisholm, MN 55719) on April 25, 2025 at 11:00am-12:30pm. The topic covered will be Wills & Trusts. You may ask yourself, “Do I need one”, “What are they”, “Who should have them”, or “Can they help me and my family”? Get your questioned answered by Shawn Lappi of Tri-Sure Financial. He will help you understand the difference between Revocable Trusts & Irrevocable Trusts and explain how trusts make it possible to tailor an estate plan so that assets pass to the next generation seamlessly. Sign up by calling or emailing Misty Hendrickson at 218-254-3967 .
Shawn is the founder of Tri-Sure Financial, a firm that specializes in protecting America’s wealth by using strategies outside the status quo. He uses a specialized system and process to create financial stability in retirement. Using this process, he can generate retirement income of up to 40% more than traditional strategies as well as create tax advantages for retirees. In todays’ volatile financial world and the uncertain future of our economy. Shawn helps provide security and a predictable financial future for hard working Americans. He is the co-presenter of the Amazon best selling book, “The Retirement Shield”. This book helps pre-retirees make adjustments before retirement to guarantee the best results including Social Security, Streams of Guaranteed Income, Tax Benefits, and protection from market loss. He is also one of the producers of the Documentary “The Baby Boomer Dilemma” that was released October 14, 2021. In this documentary, the award wining director, Doug Orchard interviews Noble Prize-winning economists, the world’s top educators, & PH.D.’s as well as mathematicians who use science & math to prove the very same strategies Shawn uses for a predictable retirement. Shawn has a series 65 Investment Advisor Rep Designation (IAR), Certified Annuity Specialist (CAS), Certified College Funding Specialist, among other certifications. If you are looking to get any retirement or college planning questions answered reach out to Shawn on his Website or call 218-996-1172.
