Financial & Retirement Seminars

Not all retirement seminars are created equal

Quite often, financial seminars are simply a sales pitch disguised as educational or informative. Not ours!  Our seminars are meant to help educate attendees so they can make knowledgeable decisions about each aspect of their retirement.

Upcoming Seminars:  REGISTRATION IS REQUIRED
Call Now To Reserve Your Spot – 920-364-9929 


The MARQ –
3177 French Road – De Pere,  WI  54115

  • Monday, April 24 at 6:00 p.m.        
  • Wednesday, April 26 at 11:00 a.m.  
  • Thursday, April 27 at 6:00 p.m.      


LOCATION ( TBD ) –
Kaukauna, WI  54130

  • Monday, June 26 at 6:00 p.m.      
  • Wednesday, June 28 at 11:00 a.m.   
  • Thursday, June 29 at 5:00 p.m.      


Each seminar attendee will receive a complimentary dinner.  Attendees will be limited to one seminar per calendar year. 
If seminars aren’t for you or you have scheduling conflicts…call anyway, Jim would be happy to answer your questions one-on-one at our office, in your home, or at a restaurant of your choice.  
PLEASE NOTE – SEATING IS LIMITED.  SEMINAR SCHEDULES MAY CHANGE, please call for more information.