Educational Programs

Educational Programs

We believe education and knowledge are very important as we journey through life’s ups and downs, especially the financial side. There are a myriad of financial and investment opportunities, choices and products available today. As part of our service offering, we are pleased to provide educational programs focusing on personal finance topics. It is our hope to offer clear and concise information in layman’s terms that can help you better understand the complexities of today’s financial landscape.  Some of the upcoming topics include:

  • Securing Your Financial Future
  • Retirement Options – Avoiding Common Pitfalls
  • Investing Basics – Ten Things Every Investor Should Know
  • Ins and Outs of College Funding
  • Women and Finances – What Every Woman Needs to Know
  • Charitable Giving that Reflects your Values

Contact us if you would like to receive invitations to these events.

Upon request, we will present these programs to groups including work groups and other organizations.   Contact us for further details.






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602 Waldoch Drive, Appleton, WI 54913    Disclaimer/Privacy

Why ‘Your Life, Your Needs’?

  • Your goals are all-important
  • We listen to you
  • Fee-only service
  • You get a ‘road map’
  • Ongoing collaboration
  • Together we’ll make your dreams come true!

Ask Us About...

  • 401(k) Rollover
  • College Funding
  • Saving for Retirement
  • Mutual Funds
  • Tapping Retirement Assets
  • Investment Management
  • Portfolio Rebalancing
  • Long Term Care
  • Pension Plan Options
  • Asset Allocation
  • Roth IRA