Client Events
Madison Forward Soccer Game
Cancelled
Shred & Spread
Date: August 20th
Time: 3pm-7pm
Location: Tota Vita Office
Join us for our 3rd annual Shredding Event
Please RSVP HERE
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