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.
“Global Market Outlook”
Wednesday, April 3, 2019, Join us at 6:00 p.m.
Location: Madison Marriott West, 1313 John Q Hammons Drive, Madison, WI 53562
An education event featuring Vice President Regional Investment Consultant, Garrett Siperko with T.Rowe Price. Topics of conversation will include commentary on the close of 2018 markets, outlook on the 2019 Equity and Fixed Income Markets and much more! For questions or to reserve a spot at this event, call 608.848.2389
“Retirement Planning Today Workshop”
Thursday, May 2nd & 9th or Tuesday, May 7th & 14th, 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.
“Social Security & Identity Theft”
Thursday, May 16, 2019, Join us at 6:00 p.m.
Location: Madison Marriott West, 1313 John Q Hammons Drive, Madison, WI 53562
An education event featuring representatives of the Social Security Administration to discuss the process of receiving Social Security benefits and protecting your identity. For questions or to reserve a spot at this event, call 608.848.2389.
“Retirement Planning Today Workshop”
Wednesday, September 11th & 18th or Thursday, September 19th & 26th, 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.
“Wills and Trust”
Tuesday, October 1, 2019, Join us at 6:00 p.m.
Location: Madison Marriott West, 1313 John Q Hammons Drive, Madison, WI 53562
An education event featuring Attorney, John Haslam with Wilson Law Group, LLC. John specializes in providing his clients with comprehensive estate planning. The evening will focus on planning for incapacity along with asset protection planning for you and future generations to follow. For questions or to reserve a spot at this event, call 608.848.2389.
“Retirement Planning Today Workshop”
Wednesday, October 2nd & 9th or Tuesday, October 8th & 15th, 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.
“Planning for Medicare”
Wednesday, November 6, 2019, Join us at 6:00 p.m.
Location: Madison Marriott West, 1313 John Q Hammons Drive, Madison, WI 53562
An education event featuring Medicare Specialists, Al & Holly Frank with Frank Senior Insurance Group. Defining Medicare, the enrollment process and paying for healthcare when you’re retired is just some of the many things they will discuss during this event. For questions or to reserve a spot at this event, call 608.848.2389.
