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