Events & Workshops
Upcoming events
SAVE THE DATE
July 13, 2022
Client appreciation event / Ten-year anniversary celebration at Racine Zoo's Animal Crackers concert series
Past events
December 2021
Women's Resource Center charitable giving open house
July 2021
Client appreciation event at Racine Zoo's Animal Crackers concert
May 2021
Long-Term Care Seminar
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