Events
Upcoming Events
September 9, 2026
12:00p - 12:45p
Zoom
Understanding Social Security and Medicare
Navigating Social Security and Medicare can feel overwhelming, but it does not have to be. Join us for a free educational webinar with Roberta Eckert and Terri Sabby of Nationwide Annuities as they break down the key decisions around Social Security claiming strategies and Medicare enrollment. Whether retirement is right around the corner or still a few years away, understanding your options now can make a meaningful difference later.
October 14, 2026
12:00p - 12:45p
Zoom
Women and Investing: Building Confidence and Clarity
This webinar is designed with women in mind. Roberta Eckert and Terri Sabby of Nationwide Annuities will lead an open and engaging conversation around the unique financial challenges and opportunities women face, from investing fundamentals to long-term planning. Whether you are just getting started or looking to take a more active role in your financial future, this is a welcoming space to ask questions and learn.
Past Events
April 29, 2026
12:00p - 12:45p
Zoom
Cybersecurity: Protecting Yourself in a Digital World
Join us for a timely and informative webinar on cybersecurity featuring Officer Garrett Olson of the Greenfield Police Department. Officer Olson will share practical tips and real-world insights on how to protect yourself and your finances from online threats, scams, and fraud. Whether you are new to the digital world or simply want to stay a step ahead, this is a session you will not want to miss.
March 18, 2026
12:00p - 12:45p
Zoom Meeting
February 11, 2026
12:00p - 12:45p
Zoom Meeting
2026 Tax Planning Strategies and Key Updates
Join us for an informative Tax Planning event featuring Mike Barrett, CPA and Partner at Mazanec, Bauer & Associates. Mike will provide timely insights into tax planning strategies and highlight key updates to be aware of as we head into 2026. The session will include a brief presentation followed by a live Q&A, giving attendees the opportunity to ask questions and gain practical guidance.
January 28, 2026
12:00p - 12:45p
Zoom Meeting
2026 Market Outlook
Join us for an informative 2026 Market Outlook webinar presented by Dan Blong, Vice President of ETFs and SMAs at First Trust.
September 23, 2025
1:00p - 2:00p
Virtual Event - Webinar
Planning for Social Security & Medicare Featuring Roberta Eckert
Do you have questions about Social Security and Medicare? Join us for this popular virtual presentation and get answers.
May 27, 2025
1:00p - 2:00p
Virtual Event
Mastering Money: Financial Basics Made Simple
Do you have questions about savings and Investing? Join us for this popular webinar discussing financial best practices.
April 29, 2025
1:00p - 2:00p
ClearStep Financial
Clearstep Financial Hosts: Officer Garrett Olson of the Greenfield Police on “Stay Safe: How to Recognize and Prevent Fraud”
Please join us for a special in-person presentation from a member of the Greenfield Police Department talking through ways to protect yourself in an every growing technological world.
March 19, 2025
1:00p - 2:00p
Webinar
February 11, 2025
1:00p - 2:00p
Virtual and In Person Event
Estate Planning With Attorney Nathan Eckley
Join us and get answers to your estate planning questions.
November 12, 2024
6:30p - 7:30p
Virtual Event - Webinar
Women & Investing - Virtual 2024
Join us for this special virtual presentation on key topics important to a women's financial future.
September 23, 2024
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.
June 17, 2024
6:30p - 7:30p
Virtual
Estate Planning Essentials
Join us and get answers to your estate planning questions.
February 21, 2024
6:30p - 7:30p
ClearStep Financial
CLEARSTEP FINANCIAL HOSTS: GREENFIELD POLICE DEPARTMENT “PROTECTING YOURSELF AGAINST FRAUD”
Please join us for a special in-person presentation from a member of the Greenfield Police Department talking through ways to protect yourself in an every growing technological world.
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.
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.
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.