We provide several educational opportunities to further your knowledge on items related to your financial situation. Topics may include market outlook and planning for Medicare, taxes, and wills & trusts. Visit our events page for more details.
“Retirement Planning Today Workshop”
Wednesday, October 10th & 17th, 6:30p.m.-9:30p.m.
Location: 5201 Fen Oak Dr. Madison, WI 53718
A financial education course offered through Dane County UW-Extension for adults ages 50-70. Learn how to plan to meet your goals for a successful retirement. For questions or to request a brochure, call 608.224.3705 or 608.224.3722. If you would like to attend click here to register online.
Wednesday, November 7, 2018, Join us at 6:00 p.m.
Location: Sheraton Madison, 706 John Nolen Dr., Madison, WI 53713
It’s Beginning To Look A Lot Like Tax Reform! Join us in a discussion on how this could impact you. For questions or to reserve a spot at this event, call 608.848.2389.