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