Events
Upcoming Events
October 17, 2023
6:30p - 7:30p
Virtual Event - Webinar
Planning for Social Security & Medicare - Virtual
Do you have questions about Social Security and Medicare? Join us for this popular virtual presentation and get answers.
November 13, 2023
6:30p - 7:30p
Virtual Event - Webinar
Women & Investing - Virtual
Join us for this special virtual presentation on key topics important to a women's financial future.
Past Events
May 23, 2023
6:30p - 7:30p
Virtual Event
Your Guide to Financial Basics - Virtual
Do you have questions about savings and Investing? Join us for this popular webinar discussing financial best practices.
April 18, 2023
6:30p - 7:30p
Virtual Event
Retirement Success Principles - Virtual
Join us for the webinar designed to help you plan for the retirement of your dreams.
March 20, 2023
6:30p - 7:30p
Virtual Event - Webinar
Your Guide to Medicare & Long-Term Care - Virtual Presentation
Do you have questions about Medicare or Long-Term Care? Join us for this popular virtual presentation and get answers.
February 21, 2023
6:30p - 7:30p
Virtual Event - Webinar
Why Estate Planning is important - Virtual Presentation
Join us and get answers to your estate planning questions.
November 8, 2022
6:30p - 7:30p
Virtual Event - Webinar
Women & Investing - Virtual Presentation
Join us for this special virtual presentation on key topics important to a women's financial future.
October 11, 2022
6:30p - 7:30p
Virtual Event - Webinar
Planning for Social Security & Medicare - Virtual Presentation
Do you have questions about Social Security and Medicare? Join us for this popular virtual presentation and get answers.
October 6, 2022
10:00a - 8:00p
Prestwick Golf Club
Minnesota Golf Outing (By invite only)
Be our Guest at our Golf Outing in Woodbury, Minnesota
September 27, 2022
6:30p - 7:30p
Virtual Event - Webinar
Keeping your Brain Young with Dr Marc Milstein
You are invited to a special Zoom event featuring internationally renowned brain scientist, Dr. Marc Milstein. Registration information is in the event details.
September 11, 2022
12:00p - 4:00p
American Family Field - Johnsonville Party Deck
Brewers Outing (By invite only)
Take me out to the ballgame! Watch the Milwaukee Brewers vs the Cincinnati Reds on the Johnsonville Party Deck at American Family Field.
June 7, 2022
6:30p - 7:30p
Virtual Event
Retirement Success Principles - Virtual Presentation
Join us for the webinar designed to help you plan for the retirement of your dreams.
March 22, 2022
6:30p - 7:30p
Virtual Event - Webinar
Your Guide to Medicare & Long-Term Care - Virtual Presentation
Do you have questions about Medicare or Long-Term Care? Join us for this popular virtual presentation and get answers.
February 17, 2022
6:30p - 7:30p
Virtual Event - Webinar
Why Estate Planning is important - Virtual Presentation
Join us and get answers to your estate planning questions.
February 8, 2022
6:30p - 7:30p
Virtual Event
Your Guide to Financial Basics - Virtual Presentation
Do you have questions about savings & Investing? Join us for this popular seminar.