Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

 

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Please note: Due to COVID-19 and the health and safety of all, we have currently paused in-person events. We look forward to holding our signature events again once we are able.

UPCOMING EVENTS:

August 24
Madison Money Guy Live Retirement Workshop
6:00 pm
August 25
Madison Money Guy Live Retirement Workshop
6:00 pm
August 26
Lunch and Learn
12:00 pm
September 24
Power of Zero with David McKnight
6:00 pm
july

Madison Money Guy University

Client Education Event

Date & Time TBD

UPCOMING COFFEE TALK EVENTS:

*Dates and times are subject to change

November 09
Coffee Talk
9:00 am

UPCOMING LUNCH AND LEARN EVENTS:

*Dates and times are subject to change

October 21
Lunch and Learn
12:00 pm

UPCOMING EVENTS (MORE INFORMATION TO COME):

Madison Mallards Baseball Game

July 29

Sign up and guideline information coming soon!

Sock Hop

September through December

Toys for Tacos

December

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 608.208.1800