Events & Workshops

 

Upcoming events 

 

Check back soon for re-scheduled and upcoming 2020 events

and

SAVE THE DATE

for our client appreciation event at

Racine Zoo's Animal Crackers concert

July 8, 2020

                     

 

Past events

 

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