Events & Workshops


Upcoming events 


Check back soon for re-scheduled and upcoming 2020 events



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