Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
Shred Day
April 20, 2024
8:30a - 11:30a Central Standard Time
Allouez Business Center Overflow Parking Lot (extra parking lot to the south of the building)