Join us for an upcoming event
Our goal is to help pre-retirees and retirees achieve financial security so they can enjoy their retirement and the benefits that come along with it. One of the ways we accomplish this is by hosting educational events to discuss top-of-mind topics about retirement planning in Wausau, WI.
Workshops & Events
New Generation Retirement Planning Workshops
Retirement is different today than it has been for previous generations – it is a great time for you to get a second opinion on your retirement to help address common retirement planning concerns.
- How much risk is your retirement savings exposed to?
- Will you receive your full Social Security benefit?
- Can you create a retirement income plan that lasts as long as you do?
- Do you have access to technology that can make your retirement easier to manage?
At our New Generation Retirement Planning Workshop, you will receive answers to these questions and others to help you learn how to prepare for a steady retirement in a changing world
Is your retirement ready to stand the test of time?
Medicare Simplified Educational Events
Join us for a free 1-hour presentation where we explain how Medicare works and what to expect with each of the plan options.
- Medicare Parts A and B
- Medicare Advantage Plans (Part C)
- Prescription Drug Plans (Part D)
- Medicare Supplements (Medigap)
Medicare is confusing and you need a clear understanding from the beginning!
Medicare Simplified Educational Event FAQs
We hold several events each month on weekday evenings and at least one Saturday morning.
They typically last one hour.
They are held at our Wausau office – 1818 Grand Avenue, Wausau, WI 54403.
We will review the history of Medicare, analyze each of the 4 parts of Medicare, and discuss the enrollment period.
Absolutely not. It is a free informational Medicare Educational Event. There is no sales pitch and no pressure to purchase anything.
We recommend you attend if you are turning 65 in the next year.
We ask that you not bring children unless there are no other options. If you must bring them, please make sure they are quiet and do not disturb other attendees.
We encourage you to bring your spouse or significant other. We also encourage you to invite friends who will be turning 65. Please make sure all who are attending are registered so we have an accurate headcount.
You do not need to bring anything with you. Written materials will be provided and are yours to take home for reference. We also provide a pen, a bottle of water, and a light snack.
Your presenter will be Doug Wendt, our Health Insurance and Medicare Consultant. He holds Wisconsin insurance licenses in Life, Health/Accident with certifications in Annuities and Long-Term Care. He has extensive experience working with people problem solving and finding solutions to best meet their needs. His wealth of knowledge in Medicare and Health Insurance options serves as a tremendous resource for our clients. Doug views himself more as an educator to help look at all options available and simplify was seems to be an overwhelming amount of information.