Financial & Retirement Seminars

Not all retirement seminars are created equal

Quite often, financial seminars are simply a sales pitch disguised to be 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 


Seven Angels Family Restaurant –
128 E. Chestnut St., Chilton, WI

  • Tuesday, October 24 at 11:00 a.m.        
  • Wednesday, October 25 at 5:00 p.m.  
  • Thursday, October 26 at 5:00 p.m.      


Liberty Hall
 – 800 Eisenhower Drive, Kimberly, WI

  • Monday, January 8 at 6:00 p.m.      
  • Wednesday, January 10 at Noon.   
  • Thursday, January 11 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.