What’s New

Calendar of Events

It can be overwhelming to wade through the amount of financial information available in today’s always-connected world. To help you make sense of all this material, we offer educational events and workshops designed to effectively present only the most useful, relevant information.

We offer events year-round, so please visit us again if you are interested in a topic but cannot attend. Join us for any upcoming event by clicking on a topic below. Fill in your name, contact information, and the name and date of the event you’d like to sign up for in the corresponding form.

To learn more about the workshops offered, please call us at 715-369-5577 or email Penny.

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