Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.
Continue readingFee-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.
Continue readingHealth 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.
Continue readingHealth Insurance Before Medicare – October 8 Learning Event
This session is full. The next session on this topic will be held on November 19.
Continue readingOptions 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!
Continue readingWalking tour of beautiful downtown Racine – August 10
Fun way to learn more about Racine history! No cost to clients and guests. Sign up today!
Continue readingClient & Friends Appreciation Event – September 26
RSVP for our Annual Clients & Friends Appreciation Event!
Continue readingMaking 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.
Continue readingMedicare Learning Event – Sept 12
Attend our upcoming learning event and discover all the critical things you need to know about Medicare and the important decisions you need to make.
Continue readingLong Term Care Planning Learning Event – Oct 10
At this 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.
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