Events & Workshops

 

Upcoming events 

 

Please join us in celebration

 

 Party Hats and Blowers

                     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