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 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

Please note that the deadline to register is noon on the day of the seminar.

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October 2019

Medicare Health Plan Workshop & Review

Oct 3 2019 @ 6:30 pm - 7:30 pm
Chippewa Valley Technical College | Business Education Center, 620 W. Clairemont Ave.
Eau Claire, WI 54701 United States
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Already have Medicare? Don't worry— this workshop is for you too. It is designed for those both new to Medicare and those who are considering new options. Learn and prepare for your Medicare health plan by attending this workshop that will show you how to save on your out-of-pocket costs and premiums. Many people are eligible for extra benefits in addition to Medicare, but haven't applied for them yet. Are you one of them? This complimentary, no-obligation seminar presented by…

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Medicare in Retirement Workshop

Oct 29 2019 @ 6:00 pm - 7:00 pm
Augusta Public Library, 113 N Stone Street
Augusta, WI 54722

  At this complimentary workshop our Retirement Professional, Kia Xiong-Yang, will help you know your Medicare options and how to properly plan it with the tools needed in retirement. These tools, (provided by our financial professional, Pat Couture) work alongside your Medicare plan to help you properly prepare your retirement income and show you how to help optimize your social security. Register here: KeyStone Financial takes pride in not doing things the Wall Street way, and their team strongly believes…

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