Retirement Planning Today course – March 2023
Justin and Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The programs explores the “big picture” of various personal finance topics and is open to the public.
Retirement Planning Today course – October 2022
Justin and Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in October. The programs explores the “big picture” of various personal finance topics and is open to the public.
Taking Flight: An evening adventure with Mike Haubrich
Please note: This event has been cancelled. We’ll be sure to let you know when it is rescheduled!
Health Insurance Before Medicare – October 5 Virtual Learning Event
Repeat session! In this virtual event, you will learn about differences, costs and coverages associated with health insurance before age 65.
Long Term Care Planning Learning Event – September 14
At this repeat learning event, we’ll cover important things you need to think about when it comes to long-term care planning for yourself or your loved ones.
Understanding your Social Security Benefit – A Virtual Learning Event – June 2
Attend our next Virtual Learning Event, hosted by Justin Moilanen.
Investment Update Webinar – A Virtual Learning Event – April 20
Attend the April 20 Webinar, hosted by Justin Moilanen on the topic of Investing
Understanding your Social Security Benefit – March 14 Coffee & Kringle event
This event is being rescheduled due to limiting group interactions during the active Coronavirus outbreak.
Building your Investment Portfolio – April 18 Coffee & Kringle event
Our scheduled Coffee & Kringle learning events are being postponed until further notice.
Making Sense of Retirement Distributions – October 17 Coffee & Kringle event
Attend our October 17 Coffee & Kringle with Justin to help you make sense of retirement distributions, income sources, penalties and more.