Justus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside
Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.
Fee-only financial planning Learning Event – November 5, 2019
Interested in learning about fee-only financial life planning and how we can help you achieve your great life? Attend our no-cost learning event on November 5.
Health Insurance Before Medicare – November 19 Learning Event
In this session you will hear about differences, costs and coverages associated with health insurance before age 65.
Health Insurance Before Medicare – October 8 Learning Event
This session is full. The next session on this topic will be held on November 19.
Options for Senior Living – August 20 Learning Event
Our free August Learning Event is focused on exploring a host of options for senior living. SIgn up now!
Walking tour of beautiful downtown Racine – August 10
Fun way to learn more about Racine history! No cost to clients and guests. Sign up today!
Client & Friends Appreciation Event – September 26
RSVP for our Annual Clients & Friends Appreciation Event!
Making Sense of Retirement Distributions – June 11 Learning Event
Attend our June 11 Learning Event to help you make sense of retirement distributions, income sources, penalties and more.
We’re hiring an Associate Financial Planner/Advisor
Check out our opening for an associate financial planner/advisor.
Market volatility shaking you up?
Here’s a great perspective on the recent market volatility courtesy of our friends at Dimensional Fund Advisors.