Upcoming Events
Education and community are essential to building a strong financial future. That’s why we offer a variety of events throughout the year to help you gain financial knowledge, explore key topics, and connect with others who share your goals. Whether you’re just beginning your financial journey or seeking advanced strategies to enhance your plan, our events provide valuable insights and expert guidance.
Explore our upcoming events to learn, ask questions, and take meaningful steps toward achieving your financial goals.
Downsizing Seminar – May 6th 10:00am to 11:00am
Learn practical strategies for simplifying your home and lifestyle, with guidance on planning, organization, and next steps.
Your Next Chapter: Finding Purpose in Retirement – May 20th 5:30pm to 7:30pm
An engaging seminar focused on navigating retirement with intention, fulfillment, and confidence.
Annual Shred Fest – September 14th 4:00pm to 6:00pm
Protect your personal information by securely shredding sensitive documents—an easy and convenient way to stay organized and safe.
Badger Watch Party – TBD Fall of 2026
Cheer on the Badgers with us! Enjoy great company, game-day excitement, and a relaxed social atmosphere.
Holiday Open House – December 1st 3:00 – 6:00pm
Celebrate the season with food, refreshments, and conversation as we reflect on the year and look ahead together.