Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 27, 2022
12:00p - 1:00p
WCTC - Quadracci Center
Market Update & Retirement Planning Workshop
Please join us for a Retirement Planning Workshop which will include an important Market & Economic Update. We'll provide insight as to how recent market volatility may effect your retirement planning and offer steps you can take to stay on the right track with your retirement planning goals. Please note: we are offering two time options to attend. Please make sure you indicate which session you will attend.
September 8, 2022
High Point Capital Group
Understanding Medicare Workshop
One of the largest expenses you may face in retirement is the rising cost of health care. Join us for an educational seminar that addresses how much you may need based on your age and other criteria, five factors that can affect your overall costs, the primary resources available including Medicare, Advantage Plans and Medicaid, steps you can take to help manage your out-of-pocket costs, and additional resources that may be available to you.