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.
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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.
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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.
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Health Insurance Before Medicare – October 8 Learning Event

This session is full. The next session on this topic will be held on November 19.
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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!
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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!
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