Workshop & Event Calendar

As part of our commitment to better serve our clients and prospective clients, we are offering a series of FREE workshops throughout the year. 
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January 17th Protecting Your Portfolio in 2012*                                    
Looking to protect your investment portfolio?  Join us on January 17th to see how "Your Retirement Team" can help in 2012.                                        
5:30 p.m. - Hudson Office

 

February 21st Managing Money During Retirement                                 
Looking ahead to retirement?  Recently Retired?  We can help answer your questions about protecting your money in retirement and producing a safe, steady, and dependable income.                                 
5:30 p.m. - Hudson Office

 

March 20th Tax Planning                                 
Learn more about tax-advantaged investing and managing imbedded taxes within your retirement accounts and annuities.                              
5:30 p.m. - Hudson Office

 

April 17th Gardening                                    
Help us celebrate the arrival of spring!  Come learn some tips that will beautify your garden this summer.                                  
5:30 p.m. - Hudson Office

 

CHECK BACK SOON FOR MORE DETAILS ON OUR 2012 CALENDAR! 

Please call 715-386-1335, 651-735-5400, or 800-987-7412 with any questions.  Space will be limited.  Please call to RSVP to any event.