Events

Upcoming Events:

If there are an events or topics you are interested in we want to hear about it!  We welcome all ideas to get people involved in their financial future! 


Past Events:

May 2, 2017 - Retirement Planning Seminar with Jon Smith of Stifel at the Cargill Room in the Waterfront Restaurant.  If you are interested in attending, please let us know!

November 2016 - The Case for Rising Dividends with Chad Morganlander at the La Crosse Club.  Chad is a Portfolio Manager and co-founder of Washington Crossing Advisors, a Stifel affiliate.

October 2015 - BACK BY POPULAR DEMAND!  Coming to our SENSES on SOCIAL SECURITY: A Social Security Seminar with Jon Smith of Stifel at the Waterfront Restaurant and Tavern.

September 2014 - The Opportunity in Global Leaders with Robert Hagstrom, CFA®at the Radisson Hotel Ball Room.  Robert is a Senior Portfolio Manager at EquityCompass Strategies, a Stifel affiliate, and the Author of The Warren Buffett Way.

July 2014 - Coming to our SENSES on SOCIAL SECURITY: A Social Security Seminar with Jon Smith of Stifel at the Waterfront Restaurant and Tavern.

April 2012 - Living Longer, Maintaining Energy, and Managing Life' Stressors: Women's Appreciation Event featuring Margaret Grenisen, M.D.  of Mayo Clinic Health Systems and Bernice Olson-Pollack, M.S. of La Crosse Area Family YMCA at the La Crosse Club.