Events & Workshops

 

Upcoming events

 

Check back for additional events coming soon

                                                  

     

 Past events

 

March 2019

The Importance of Pre-planning Your Own Funeral with Anne Meredith

 

February 2019

Outlook 2019 - FUNDAMENTAL: How to Focus on What Really Matters in the Markets

 

December 2018

Veterans Outreach of Wisconsin - James A Peterson Veteran Village charitable giving open house 

 

July 2018

Animal Crackers private party at Racine Zoo

 

December 2017

Health Care Network charitable giving event

 

October 19, 2017

Worry -Free Travel

 

June 22, 2017

Using Technology to Help Live Better in Retirement