We understand that you may want to learn a little more about us before we meet at our office. After all— it’s your money, and with that comes great trust. That’s why we offer complimentary seminars and workshops where you can meet our team of financial professionals to see if we are a good fit for you.

View a complete list of our upcoming seminars below.

Join us at one of our upcoming complimentary seminars:


Medicare Supplement Comparison

Multiple dates & times | L.E. Phillips Senior Center (1616 Bellinger Street, Eau Claire)

Confused by the world of Medicare? Join us in learning the basics of Medicare, deductibles, and supplement comparison.

Dates & Times:
Tuesday, June 23 at 10:00 a.m.
Wednesday, July 8 at 1:00 p.m.
Tuesday, August 11 at 1:00 p.m.
Thursday, September 17th at 10:00 a.m.
Thursday, October 8th at 10:00 a.m.
RSVP here.


The SECURE Act: Three Things You Need to Know

Tuesday, October 13 at 6:00p.m. | Korger Chestnut School (140 W. Elm Street, Chippewa Falls)

You’ve worked hard to save for retirement… But what is this new SECURE ACT? Being one of the most impactful law changes to retirement accounts in a generation, how will it affect your retirement? Come learn what the SECURE Act is – in plain English, aspects you can quickly ignore and takeaways you should pay attention to.
RSVP here.


Inspiring Women in Retirement

Tuesday, November 10 at 6:00 p.m. | Korger Chestnut School (140 W. Elm Street, Chippewa Falls)

Financial planning is often more important for women than men. Why? Because 90% of all women will eventually be solely in charge of household finances. While this may be exciting for some, unfortunately, it can also be very concerning for others. Don’t wait until you need help picking up the financial pieces and putting those pieces together. Come for some tips and ideas that can help you feel financially empowered.
RSVP here.


Request notifications about future seminars here.