Join us for an upcoming event
Educational Events
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.
Upcoming Events
January 26, 2022
6:00pm
Retirement Planning Workshop @ Muse at Sentry, Stevens Point
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!
On-Demand Webinars
Stay tuned for new webinars in the coming weeks.
Please contact us with any questions.
Medicare Simplified Educational Event FAQs
We hold several events each month on weekday evenings and at least one Saturday morning.