Events

2023 Medicare Webinar

Zoom

2023 Medicare Webinar Thursday, September 28 | 1:00-2:00pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Are you ready for open enrollment? Learn more about the seemingly complex topic…

2023 Year-End Tax & Financial Planning Webinar

Zoom

Join Us: 2023 Year-End Tax & Financial Planning Webinar Thursday, November 30 | 1:00pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2023…

Downsizing & Senior Care Webinar

Zoom

Downsizing & Senior Care Webinar Thursday, January 25th | 1:00pm Presented By: Melinda Stuart, Owner of Smart Moves  Hosted By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Clutter can add stress…

Cybersecurity Webinar

Zoom

Cybersecurity Webinar Thursday, February 15 | 1:00pm CT Presented By: Jeff Lanza, Retired FBI Special Agent, The Lanza Group Hosted By: Nick Ziarek, CFP®, CFA During his 20+ years with the FBI, Jeff…

2024 Volunteer Day: Hunger Task Force

Hunger Task Force 5000 W. Electric Ave., West Milwaukee, WI, United States

2024 Volunteer Day: Hunger Task Force Thursday, March 7 | 1:00-4:00pm (Includes a break for refreshments) Hunger Task Force Warehouse: 5000 W Electric Ave West Milwaukee, WI 53219 We invite…

2024 Webinars

Recording: 2024 Medicare Webinar

Recording: Mid-Year Market Update - July 2024

Recording: Cybersecurity Webinar

Recording: Downsizing & Senior Care Webinar

2023 Webinars

Recording: 2023 Year-End Tax & Financial Planning Webinar

Recording: 2023 Medicare Webinar

Recording: Mid-Year Market Update - July 2023

Recording: How to Read Your Tax Return

Recording: Planning Group/Individual Travel

Recording: Long Term Care Insurance 

Recording: Healthcare in Retirement: Bridging the Gap from Working Years to Medicare

2022 Webinars

Recording: Year-End Tax and Financial Planning

Recording: Tech Series Part 2 – Cybersecurity

Recording: Tech Series Part 1 – Shakespeare Website

Recording: The Family Home Webinar Part 3 – Senior Living Options

Recording: The Family Home Webinar Part 2 – Real Estate

Recording: The Family Home Webinar Part 1 – Legacy Planning