Client Events
Madison Forward Soccer Game
July 8th
Shred & Spread
July 23rd
Ugly Sweater Party
December 4th
Educational Traveling Series
Planning for Boomers
(Health Care Gap, Social Security, Medicare Strategies, and RMD's)
Madison Location: TBD
Oshkosh location: TBD
Waukesha location: TBD
The Four "R"s for Business Owners
(Recruiting, Rewarding,
Retaining, Retiring)
Madison Location: August 18th
Oshkosh location: August 19th
Waukesha location: August 20th
Trust vs Will's
(Proper Estate Planning)
Madison Location: November 10th
Oshkosh location: November 11th
Waukesha location: November 12th