Broker Check

Client Events

Madison Forward Soccer Game

Madison Forward Soccer Game


Shred & Spread 

Shred & Spread 

Date: August 20th

Time: 3pm-7pm

Location: Tota Vita Office

Join us for our 3rd annual Shredding Event


Ugly Sweater Party

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