Events & Workshops


Upcoming events 


In appreciation of your relationship with us, we invite you (our clients) to

JOIN US for a private party on Wednesday, July 21st

at the Racine Zoo for the Animal Crackers Concert.



Cindy Bradley

 Space and tickets are limited. / Reservations accepted in the order received.

 Please contact Mary at This email address is being protected from spambots. You need JavaScript enabled to view it. or (262)373-6300 to make your reservation.

We will gather under the Racine Rotary West Pavilion (north end of the zoo).

 Gates to the zoo open at 5:30pm and the concert begins at 7:00pm.

 Food and beverages will be served and seating provided under the pavilion.


 If you have questions about the zoo or the concert, please visit:



Past events


May 2021

Long-Term Care Seminar


October 2020

Janet's Retirement Open House


July 2020

Client appreciation event at Racine Zoo's Animal Crackers concert - CANCELLED 


March 2020

Navigating Medicare - CANCELLED


February 2020

Outlook 2020 - Bringing Markets Into Focus


December 2019

Sleep In Heavenly Peace charitable giving open house 


July 2019

Animal Crackers Private Party at Racine Zoo


March 2019

The Importance of Pre-planning Your Own Funeral with Anne Meredith


February 2019

Outlook 2019 - FUNDAMENTAL: How to Focus on What Really Matters in the Markets


December 2018

Veterans Outreach of Wisconsin - James A Peterson Veteran Village charitable giving open house