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.

February 19, 2026

Online | 5:00pm UTC

Medicare 101 Webinar

Medicare can be overwhelming – there’s a lot to understand and we are here to help you through the maze.

Mar


9

Understanding & Optimizing Social Security Benefits

Lake City Public Library (201 S. High St., Lake City, MN) | 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

Mar


11

Understanding & Optimizing Social Security Benefits

Forward Bank – Community Room (1001 N. Central Ave., Marshfield, WI 54449) | 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

Mar


17

Medicare 101 Webinar

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

Mar


25

Understanding & Optimizing Social Security Benefits

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.

Learn More about Understanding & Optimizing Social Security Benefits

Apr


1

Understanding & Optimizing Social Security Benefits

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

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.