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Events

February 21, 2019

8:30a - 10:00a

Crowne Plaza Milwaukee West

Succession & Acquisition Planning

Join us to learn realistic, practical insights on buying or selling a financial business.

 

March 6, 2019

11:30a - 12:30p

WMH - 2nd Floor, Rm 2010 11:30am-12:30pm

Retirement Basics - Financial Wellness Workshops - WMH

Retirement Basics Workshop designed to help you take charge of your finances and pursue a comfortable financial future in retirement. Date: Wednesday, March 6, 2019 Time: 11:30am-12:30pm Location: WMH 2nd Floor, Lobby Rm 2010

 

March 7, 2019

11:30a - 1:00p

Carmella's Italian Bistro

Worksite Education Preview - Appleton

Join us for a preview of our Financial Education Worksite Program: Why investing in your employees' financial well-being makes good business sense.

 

March 7, 2019

11:30a - 12:30p

Riverwood - 3rd Floor, Conf Rm 360 11:30am-12:30pm

Retirement Basics - Financial Wellness Workshops - Riverwood

Retirement Basics Workshop designed to help you take charge of your finances and pursue a comfortable financial future in retirement. Date: Thursday, March 7, 2019 Time: 11:30am-12:30pm Location: Riverwood 3rd Floor, Conf Rm 360

 

April 3, 2019

11:30a - 12:30p

WMH - 2nd Floor, Lobby Rm 3

Social Security Optimization Workshop - WMH

This workshop will help you understand how Social Security works and how you can optimize your retirement benefit. Financial Wellness Workshop designed to help you take charge of your finances and pursue a comfortable financial future in retirement. Date: Wednesday, April 3rd Time: 11:30am-12:30pm Location: WMH 2nd Floor, Lobby Rm 3

 

April 4, 2019

11:30a - 12:30p

Riverwood - 3rd Floor, Conf Rm 360

Social Security Optimization Workshops - Riverwood (

This workshop will help you understand how Social Security works and how you can optimize your retirement benefit. Financial Wellness Workshop designed to help you take charge of your finances and pursue a comfortable financial future in retirement. Date: Thursday, April 4th Time: 11:30am-12:30pm Location: Riverwood, 3rd Floor, Conf. Rm. 360

Event Registration

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