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.

Request notifications about future seminars here.

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River Falls: Trump Tax Code Workshop

April 30 @ 6:30 pm - 8:00 pm

Trump Tax Code Opens the Window To Potentially Savings Thousands On Your IRAs
But only if you know how to take advantage of the new law!

In addition to the Tax Changes, we will cover a variety of topics, including:

• Strategies for maximizing Social Security benefits
• How to prepare for 5 of the biggest obstacles to a successful retirement
• Shifting from accumulation to income and preservation of assets
• How the return of market volatility might impact your retirement
• Are you financially and mentally preparing for retirement?
• Newly passed SECURE Act and how this could effect you and your family

Register here:


April 30
6:30 pm - 8:00 pm


Chippewa Valley Technical College – River Falls Campus
500 S Wasson Ln
River Falls, WI 54022 United States
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