Events & Workshops
Upcoming events
We look forward to the time when we can safely gather for events and learning opportunities. We may pursue virtual options in 2021.
Past events
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
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