Join us at one of our upcoming retirement workshops taking place throughout Wisconsin! Each session will be followed by a complimentary dinner. During each event, we’ll cover:
Actions to take to prepare for retirement
How to roll over your 401k, 403b, 457, or retirement plan
Review of how retirement plans can be invested, distributed, and passed on
And more!
February 21 - 5:30pm – Brookfield Conference Center, Brookfield
Call to reserve your spot: 866-419-4470
February 27 - 5:30pm – Trattoria di Carlo, Oak Creek
Call to reserve your spot: 866-419-4470
February 29 - 5:30pm - Brookfield Conference Center, Brookfield
Call to reserve your spot: 866-419-4470
March 5 - 5:30pm - Trattoria di Carlo, Oak Creek
Call to reserve your spot: 866-419-4470
March 7 - 5:30pm – Pine Tree Supper Club, Tomahawk
Call to reserve your spot: 715-453-5358
March 12 - 5:30pm – CT’s Deli, Rhinelander
Call to reserve your spot: 715-369-2200
March 13 - 5:30pm – Pine Tree Supper Club, Tomahawk
Call to reserve your spot: 715-453-5358
March 14 - 5:30pm – Sawmill Brewing Company, Merrill
Call to reserve your spot: 715-536-8351
March 19 - 5:30pm – Sawmill Brewing Company, Merrill
Call to reserve your spot: 715-536-8351
April 10 - 5:30pm – Norwood Pines, Minocqua
Call to reserve your spot: 715-356-9571
April 11 - 5:30pm – Norwood Pines, Minocqua
Call to reserve your spot: 715-356-9571