Events

Shakespeare 5K Run/Walk

Juneau Park 801 N Lincoln Memorial Drive, Milwaukee, WI

To learn more, click here!

$35

2018 Tax Law Workshop

Country Springs Hotel 2810 Golf Road, Pewaukee/Waukesha, Wisconsin

Comprehensive Tax Overhaul Educational Workshop Anxious about the new tax laws? Not sure where to begin? Now's your chance to get a head start. This February 15th and 21st, we're hosting two in-person educational workshops where we'll discuss everything you need to know about the recent tax-law overhaul. You'll walk away from this one-hour session…

FREE

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