Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 22, 2024

12:00p - 1:00p

Zoom Virtual Webinar

[Webinar] Family Love Letter

Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter® can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy...

January 17, 2024

12:00p - 1:00p

Webinar

[Webinar] 2024 Market & Economic Outlook

View the webinar replay HERE. From geopolitical tensions to inflation and the labor market, join us as Dr. Jeffrey Roach provides data-backed insights related to the anticipated economic performance in 2024.

November 8, 2023

12:00p - 1:00p

Zoom Webinar

[Webinar] Options for Long-Term Care Insurance

Have you considered your long-term care plan? Learn more about your insurance options, reduce family stress, and ensure care for yourself today and in the future.

September 28, 2023

12:00p - 1:00p

Zoom Webinar

[Webinar] Financial Literacy For the Next Generation

No matter your age or where you are in your financial journey, join this fun discussion of how to accumulate, protect, and distribute your finances. This is a great discussion starter for families.

August 16, 2023

6:00p - 7:00p

Kicks Unlimited

Women's Self Defense Class

Self-defense is a valuable skill that can save lives. Join us for a fun evening as we learn simple defensive moves to increase self-confidence through awareness and violence prevention. Hors d'oeuvres and light refreshments will be served!

June 21, 2023

5:00p - 6:00p

Webinar

[Webinar] A Closer Look at Your Social Security Benefits

Are you planning to take early retirement? Or do you want to continue working until, or beyond, full retirement age? Whatever your plans, this webinar will help you make informed decisions about your Social Security benefit options, and consider how much money you may need from other sources to supplement your retirement income.

May 24, 2023

5:00p - 6:00p

Zoom Webinar

[Webinar] Managing Health Care Costs in Retirement

Planning for health care costs is critical. Many people underestimate how much money they will spend on health care during their retirement. Taking the time now to budget for health care costs can help you maintain the lifestyle you want in retirement. In this workshop, you’ll learn how to estimate your future health care costs and how to create income to help you cover some of these expenses.

May 23, 2023

12:00p - 1:00p

Zoom Webinar

[Webinar] Medicare 101

Are you or a loved one approaching Medicare eligibility? Learn the A, B, C, and D of Medicare to make fully informed decisions

April 26, 2023

12:00p - 1:00p

Zoom Webinar

[Webinar] Social Security - 5 Things You Need to Know

Learn why Social Security is a critical component of an effective retirement plan and how making the right decisions can drive your retirement success.

April 25, 2023

5:30p - 6:30p

Cheesers Lokal Market

Educational Series: Wills & Trusts Planning - Knowing What's Right For You

Going through the exercise to establish a plan in the case of your own incapacity or death is one of the most important things you can do for your loved ones. Do you have a will? What are your wishes for end of life planning? What happens to your assets upon your passing? These are tough questions - but crucial ones, to help lesson the burden on your loved ones during an already difficult time. Join us for a free event as we...

March 30, 2023

12:00p - 1:00p

Zoom Webinar

[Webinar] Estate Planning - Explained in a Way We Can All Understand

Join us for a free webinar to learn how to plan ahead for you and your loved ones. After you've registered, you will receive a confirmation email from our colleague, Bill Friebel, with the Zoom webinar link. 

February 15, 2023

12:00p - 1:00p

Zoom Webinar

Educational Webinar Series: Economic & Market Review

Join us as we discuss current economic and market trends as well as provide an update on taxes and tax-management. Featuring guest speaker Ryan Dooyema, CIMA® AIF®, SVP at Russell Investments.

January 26, 2023

3:00p - 4:00p

Zoom Webinar

2023 Market & Economic Outlook

As we move forward from another year of uncertainty, what might 2023 bring? Join us for an informative webinar presentation hosted by LPL Financial, featuring Dr. Quincy Krosby, Chief Global Strategist, and Dr. Jeffrey Roach, Chief Economist.

September 14, 2022

5:30p - 7:00p

One Community Bank - McFarland

Educational Series: Understanding Medicare - Parts A, B, C & D

Are you preparing to enroll for Medicare, but don't know where to start? Join us for a free event to learn more about different coverage options, the enrollment process and more. 

May 24, 2022

5:30p - 7:00p

One Community Bank - Stoughton

Educational Series: Social Security - 7 Keys to Enhancing Benefits

Planning ahead now can help you in your retirement years! Join us to learn best practices to help you enhance your potential Social Security benefits.

February 22, 2022

12:00p - 1:00p

Webex Virtual Webinar

Educational Webinar Series: Starting 2022 Strong - Economic & Market Outlook

Join us as we discuss current economic and market trends as well as provide an update on taxes and tax-management. Featuring guest speaker Ryan Dooyema, CIMA® AIF®, SVP at Russell Investments.

July 29, 2021

1:00p - 2:00p

Webex Virtual Webinar

Midyear Market Outlook Webinar

Join us and our special guest Ryan Detrick, CHARTERED MARKET TECHNICIAN® and Senior Market Strategist from LPL Financial, to review YTD market activity and what to expect in the second half of 2021.

April 27, 2021

12:00p - 1:00p

Zoom Virtual Event

Educational Webinar Series - Navigating TAXES - Helping YOU aim higher with the control of Tax-Managed Investing

Did you experience a tax loss on your invested assets? Are your investments managed for capital gains?. Join us for a free webinar to learn about the importance of tax-managed investing. Featuring guest speaker Ryan Dooyema, CIMA® AIF®, SVP at Russell Investments.

March 24, 2021

4:30p - 5:30p

Zoom Virtual Meetings

Educational Webinar Series - Long-Term Care: Perspectives, Realities & Steps You Can Take to Prepare

Join us for a free educational webinar to learn about long-term care and the steps you can take today to prepare for the care you may need tomorrow.

March 24, 2021

10:30a - 11:30a

Zoom Virtual Meetings

Educational Webinar Series - Long-Term Care: Perspectives, Realities & Steps You Can Take to Prepare

Join us for a free educational webinar to learn about long-term care and the steps you can take today to prepare for the care you may need tomorrow.

January 27, 2021

2:00p - 3:00p

Webex Virtual Webinar

2021 Market Update & Economic Outlook Webinar

Join us for a special virtual event! We'll hear from guest speaker, Ryan Detrick, CHARTERED MARKET TECHNICIAN® and Senior Market Strategist from LPL Financial, to review what happened in 2020 and what to expect in 2021.

Event Registration