Events
Join us for a variety of events, from budgeting and estate planning sessions to small business workshops and community gatherings, all focused on moving our communities forward.
Join us for a variety of events, from budgeting and estate planning sessions to small business workshops and community gatherings, all focused on moving our communities forward.
March 25, 2026
Broadway Theatre (910 W. Broadway Ave., Medford) | 5:30pm UTC
Join our complimentary Social Security seminar to learn when to claim, maximize benefits, and strengthen your retirement income strategy.
Apr
1
Forward Bank (110 Co. Rd. F., Phillips, WI) | 5:30pm UTC
Join our complimentary Social Security seminar to learn when to claim, maximize benefits, and strengthen your retirement income strategy.
Learn More about Understanding & Optimizing Social Security Benefits
Apr
23
Pizza Ranch (1302 N. Central Ave., Marshfield, WI) | 11:00am UTC
Medicare can be overwhelming – there’s a lot to understand and we are here to help you through the maze.
Learn More about Medicare 101 Seminar
Apr
29
Forward Bank (110 Co. Rd. F, Phillips) | 4:00pm UTC
Medicare can be overwhelming – there’s a lot to understand and we are here to help you through the maze.
Learn More about Medicare 101 Seminar
Apr
30
The REC Center (540 Jensen Dr., Medford, WI) | 11:00am UTC
Medicare can be overwhelming – there’s a lot to understand and we are here to help you through the maze.
Learn More about Medicare 101 Seminar
Jun
11
Online | 9:00am UTC
Medicare can be overwhelming – there’s a lot to understand and we are here to help you through the maze.
Learn More about Medicare 101 Webinar
Insurance and Investment products are: Not FDIC Insured. May Lose Value. Are Not Financial Institution Guaranteed. Are Not A Deposit. Are Not Insured By Any Federal Government Agency.