Events & Workshops
Upcoming events
Please join us in celebration
After a long and successful career in financial services, Janet is moving on to her next adventure
– more time to travel and be with family.
Janet’s Retirement Open House
Thursday, October 29th
10:00 a.m. – Noon and 5:00 p.m. - 7:00 p.m.
A tent will be outside our office for us to safely gather, while social distancing.
Drinks and snacks will be provided.
Remarks and toast at 6:00 p.m.
Please RSVP by October 16th to Mary Lees at (262) 373-6300 or This email address is being protected from spambots. You need JavaScript enabled to view it.
and indicate the time you would like to attend.
Past events
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
July 2018
Animal Crackers private party at Racine Zoo
December 2017
Health Care Network charitable giving event
October 19, 2017
Worry -Free Travel
June 22, 2017
Using Technology to Help Live Better in Retirement