Justin Moilanen will be virtually teaching the Retirement Planning Today curriculum as part of UW-Parkside’s mini-course offering. Read more and register.
Continue readingFuneral pre-planning can be a loving gift – October 13 Virtual Learning Event
Back by popular demand! Learn about funeral pre-planning and how this can help ease the burden for your surviving loved ones.
Continue readingHealth Insurance Before Medicare – Virtual Learning Event – Sept 29
Virtual Learning! This repeat learning event will help you learn more about health insurance options available to you before your Medicare age eligibility.
Continue readingUnderstanding your Social Security Benefit – A Virtual Learning Event – June 2
Attend our next Virtual Learning Event, hosted by Justin Moilanen.
Continue readingInvestment Update Webinar – A Virtual Learning Event – April 20
Attend the April 20 Webinar, hosted by Justin Moilanen on the topic of Investing
Continue readingUnderstanding your Social Security Benefit – March 14 Coffee & Kringle event
This event is being rescheduled due to limiting group interactions during the active Coronavirus outbreak.
Continue readingBuilding your Investment Portfolio – April 18 Coffee & Kringle event
Our scheduled Coffee & Kringle learning events are being postponed until further notice.
Continue readingIntroducing Coffee & Kringle with Justin Moilanen
We’re pleased to announce a sweet new opportunity to expand your personal finance knowledge through our Coffee & Kringle events!
Continue readingJustus 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.
Continue readingMaking 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.
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