Upcoming events


Wills & Living Trusts
May
7

Wills & Living Trusts

In our estate planning workshop, we help people understand how wills and trusts should be considered as part of their estate plan. We talk about state probate thresholds and what probate is. We present different life scenarios and information to help people decide which options are right for them. We will also discuss some lesser-known rights people have when shopping for estate planning tools that suit their needs. 

Please note: This class is for general informational purposes only and does not constitute legal advice. The information from this class may help individuals determine whether obtaining legal advice is something they wish to pursue.

View Event →
Virtual Medicare 101
May
7

Virtual Medicare 101

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Retirement by Design
Apr
30

Retirement by Design

Planning for retirement is a lot like designing a home—you begin with a vision of what you want your future to look like, then take thoughtful steps to build toward it. Regardless of your current situation, learning how a written retirement strategy works can help you better understand the decisions that may impact your financial future.

This educational presentation is designed to walk through key planning concepts, including how risk tolerance influences investment decisions, how Social Security timing can affect lifetime benefits, how income needs and lifestyle goals are evaluated, and how taxes and healthcare costs may factor into a long-term plan. The goal is to provide clear, practical information to help you make more informed decisions as you plan for retirement.

View Event →
Medicare 101
Apr
29

Medicare 101

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Online Medicare 101
Apr
27

Online Medicare 101

Learn the basics of Medicare from home. If you are unable to attend in person, you can access the same comprehensive presentation online! You are welcome to ask questions at any time, and our team will monitor the chat to ensure every question is answered.

View Event →
Online Medicare 101
Apr
16

Online Medicare 101

Learn the basics of Medicare from home. If you are unable to attend in person, you can access the same comprehensive presentation online! You are welcome to ask questions at any time, and our team will monitor the chat to ensure every question is answered.

View Event →
Online Medicare 101
Apr
1

Online Medicare 101

Learn the basics of Medicare from home. If you are unable to attend in person, you can access the same comprehensive presentation online! You are welcome to ask questions at any time, and our team will monitor the chat to ensure every question is answered.

View Event →
Online Medicare 101
Mar
19

Online Medicare 101

Learn the basics of Medicare from home. If you are unable to attend in person, you can access the same comprehensive presentation online! You are welcome to ask questions at any time, and our team will monitor the chat to ensure every question is answered.

View Event →
Medicare 101 - Anoka
Mar
5

Medicare 101 - Anoka

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Online Medicare 101
Mar
4

Online Medicare 101

Learn the basics of Medicare from home. If you are unable to attend in person, you can access the same comprehensive presentation online! You are welcome to ask questions at any time, and our team will monitor the chat to ensure every question is answered.

View Event →
Medicare 101 - Anoka
Mar
3

Medicare 101 - Anoka

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Online Medicare 101
Feb
19

Online Medicare 101

Learn the basics of Medicare from home. If you are unable to attend in person, you can access the same comprehensive presentation online! You are welcome to ask questions at any time, and our team will monitor the chat to ensure every question is answered.

View Event →
Online Medicare 101
Feb
4

Online Medicare 101

Learn the basics of Medicare from home. If you are unable to attend in person, you can access the same comprehensive presentation online! You are welcome to ask questions at any time, and our team will monitor the chat to ensure every question is answered.

View Event →
Online Medicare 101
Jan
20

Online Medicare 101

Learn the basics of Medicare from home. If you are unable to attend in person, you can access the same comprehensive presentation online! You are welcome to ask questions at any time, and our team will monitor the chat to ensure every question is answered.

View Event →
Online Medicare 101
Jan
8

Online Medicare 101

Learn the basics of Medicare from home. If you are unable to attend in person, you can access the same comprehensive presentation online! You are welcome to ask questions at any time, and our team will monitor the chat to ensure every question is answered.

View Event →
Medicare 101 - Webster
Dec
15

Medicare 101 - Webster

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Siren
Dec
8

Medicare 101 - Siren

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Webster
Nov
10

Medicare 101 - Webster

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Siren
Nov
3

Medicare 101 - Siren

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Webster
Oct
20

Medicare 101 - Webster

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Spring Valley
Oct
16

Medicare 101 - Spring Valley

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Amery
Oct
13

Medicare 101 - Amery

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Hayward
Oct
8

Medicare 101 - Hayward

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Holmen
Oct
7

Medicare 101 - Holmen

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Siren
Oct
6

Medicare 101 - Siren

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Siren
Oct
4

Medicare 101 - Siren

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare 101 - Onalaska
Oct
1

Medicare 101 - Onalaska

Are you ready to master the fundamentals of Medicare and understand how each part works? This is an invaluable opportunity for newcomers and long-time Medicare users alike. Navigating Medicare can be overwhelming, but we’re here to simplify the process for you. Don't miss your chance to empower yourself with essential knowledge about your healthcare options. Join us and take control of your Medicare journey!

View Event →
Medicare Lunch & Learn
Oct
1

Medicare Lunch & Learn

Join us for a valuable opportunity to meet our talented agents and engage in an open discussion where all your questions will be answered. We’ll provide food at no cost.


View Event →