Class Calendar


Attention Eau Claire area Baby Boomers:

Join us and learn how to Retire Victoriously!


Check back soon for upcoming seminars!


This educational workshop will focus on sound financial strategies the may help you prepare for a successful retirement!

Topics of Discussion:

  • Reduce and sometimes eliminate taxes in retirement
  • Evaluate Estate Planning needs
  • Avoid the Tax Deferred Trap
  • Better optimize Social Security
  • Make a difference in your portfolio with Active vs. Passive Market Risk Management
  • Plan for possible Chronic Health Care Costs

Seating is limited, so sign up for this Complimentary Presentation today by calling 715-835-6022!