Take the first step toward reaching your financial goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events:

March 26
Dinner Seminar at Johnny’s
6:00 pm | Johnny’s Italian Steakhouse
April 2
Dinner Seminar at Johnny’s
6:00 pm | Johnny’s Italian Steakhouse
April 30
Class at Rice Lake UWEC Barron County
6:00 pm | Rice Lake UWEC Barron County
May 2
Class at Rice Lake UWEC Barron County
6:00 pm | Rice Lake UWEC Barron County
May 7
Class at Rice Lake UWEC Barron County
6:00 pm | Rice Lake UWEC Barron County
May 9
Class at Rice Lake UWEC Barron County
6:00 pm | Rice Lake UWEC Barron County
June 11
Dinner Seminar at Johnny’s
6:00 pm | Johnny’s Italian Steakhouse
June 13
Dinner Seminar at Johnny’s
6:00 pm | Johnny’s Italian Steakhouse
August 13
Retirement Class
6:00 pm | Venue TBD
August 15
Retirement Class
6:00 pm | Venue TBD

Ready to Take
The Next Step?


For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 715.835.6022