Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
December 2, 2025
10:00a - 11:00a
Dash Center
Year-End Financial Moves That Make a Difference
Join Certified Financial Planner™ Tyler Adams for a practical workshop at the DASH Center in Onalaska. You’ll learn smart, tax-savvy steps to finish the year strong — from Roth conversions and capital-gain strategies to retirement and cash-flow planning. Leave with clear next steps to set up a successful new year.
August 26, 2025
10:00a - 11:00a
Dash Center
Estate Planning Essentials: Protect What Matters Most
In this workshop we'll explore the essential components of a clear, effective estate plan - so you can protect your loved ones and make sure your wishes are honored. You'll learn the purpose of key documents like wills and powers of attorney, how to avoid probate through smart beneficiary designations, and why retirees should revisit their plan every five years. We'll also share practical guidance for talking with your family about your wishes and ensuring your plan stays current with life's changes.