Financial Education Events

Upcoming Educational Workshops & Webinars

There are currently no upcoming events. Check back soon!

1099 doctors image

Tax Minimization Strategies for 1099 Doctors in Wisconsin

Tax minimization strategies webinar is uniquely designed to help 1099 doctors in Wisconsin.

Virtual Webinar

Tuesday, September 8

12 PM or 7 PM

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legacy hotel building

How To Prevent Retiree Health Insurance Costs From Skyrocketing Under The One Big Beautiful Bill Act

Health Insurance workshop that is uniquely designed to help future retirees who have more than $500K in investments.

Legacy Hotel (Green Bay, WI)

September 21 or September 22

6:00 - 7:30 PM

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redstone maple grove outside

How To Prevent Retiree Health Insurance Costs From Skyrocketing Under The One Big Beautiful Bill Act

Health Insurance workshop that is uniquely designed to help future retirees who have more than $500K in investments.

Redstone American Grill (Maple Grove, MN)

September 21 or September 22

6:00 - 7:30 PM

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oak marsh golf course building

How To Prevent Retiree Health Insurance Costs From Skyrocketing Under The One Big Beautiful Bill Act

Health Insurance workshop that is uniquely designed to help future retirees who have more than $500K in investments.

Oak Marsh Golf Course (Oakdale, MN)

September 28 or September 29

6:00 - 7:30 PM

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Past Retirement Webinars

There are currently no upcoming events.

1099 doctors image

Tax Minimization Strategies for 1099 Doctors in Wisconsin

Tax minimization strategies webinar is uniquely designed to help 1099 doctors in Wisconsin.

Virtual Webinar

Tuesday, September 8

12 PM or 7 PM

Watch Replay

Webinar Roth Conversions 2

Roth Conversion Strategies For Investors With Over $1 Million

This webinar is uniquely designed to help future retirees who have more than $1 million in investments.

Virtual Webinar

August 11, 2026

12 PM or 7 PM

Watch Replay

Retirement Income Planning Webinar Image

Retirement Income Planning For Pre-Retirees With Over $1 Million Saved

Retirement income planning strategies webinar uniquely designed to help future retirees who have more than $1 million in investments.

Virtual Webinar

July 7, 2026

12 PM or 7 PM

Watch Replay

Webinar - June 2026 - Tax Min Strategies - Image

6 Tax Minimization Strategies for Pre-Retirees to Know in 2026 (Wisconsin)

Tax minimization strategies webinar uniquely designed to help future retirees who have more than $500K in investments.

Virtual Webinar

June 9, 2026

12 PM or 7 PM

Watch Replay

Webinar - June 2026 - Tax Min Strategies - Image

6 Tax Minimization Strategies for Pre-Retirees to Know in 2026 (Minnesota)

Tax minimization strategies webinar uniquely designed to help future retirees who have more than $500K in investments.

Virtual Webinar

June 9, 2026

12 PM or 7 PM

Watch Replay

ACA Health Insurance Guide Image

Health Insurance Strategies for Those Retiring Before 65 Years Old in Minnesota

Health insurance webinar uniquely designed to help future retirees who have more than $500K in investments.

Virtual Webinar

April 28, 2026

12 PM or 7 PM

Watch Replay

ACA Health Insurance Guide Image

Health Insurance Strategies for Those Retiring Before 65 Years Old in Wisconsin

Health insurance webinar uniquely designed to help future retirees who have more than $500K in investments.

Virtual Webinar

April 28, 2026

12 PM or 7 PM

Watch Replay