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 
       


Bridgewood Resort Hotel –
1000 Cameron Way, Neenah, WI

  • Monday, June 24, 2019 at 6:00 p.m.  
  • Tuesday, June 25, 2019 at 5:00 p.m.  
  • Thursday, June 27, 2019 at 5:00 p.m.  


Ridgeway Country Club –
2913 County Rd. II, Neenah WI

  • Monday, August 5, 2019 at 6:00 p.m.  
  • Tuesday, August 6, 2019 at 5:00 p.m.  
  • Thursday, August 8, 2019 at 5:00 p.m.  


Liberty Hall –
800 Eisenhower Dr, Kimberly, WI

  • Monday, September 16, 2019 at 6:00 p.m.  
  • Tuesday, September 17, 2019 at 5:00 p.m.  
  • Thursday, September 19, 2019 at 5:00 p.m.  


The Marq –
3177 French Rd, De Pere, WI

  • Monday, October 21, 2019 at 6:00 p.m.  
  • Tuesday, October 22, 2019 at 5:00 p.m.  
  • Thursday, October 24, 2019 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.