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 free seminars where you can meet our team of fiduciary 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 exactly one week prior to the date of the seminar.

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Medicare in Retirement Workshop

October 29 @ 6:00 pm - 7:00 pm


At this free workshop our Medicare specialist, 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 fiduciary 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 in holistic planning for retirement and Medicare. Their approach, also known as the Retirement Roadmap, focuses on the person rather than the products. Their goal is simple: to advise, serve, and grow with their clients as they confidently approach their retirement needs and concerns. You can visit them on the web at or call them at 715-835-6022. 
KeyStone Financial is not connected to the Federal Medicare program.


October 29
6:00 pm - 7:00 pm


Augusta Public Library
113 N Stone Street
Augusta, WI 54722