Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Events

Upcoming Events

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

Past Events

November 16, 2022

3:00p - 6:00p

Maggiano's Little Italy Milwaukee

August 7, 2022

12:00p - 4:00p

Konkel Park South

November 18, 2021

4:00p - 7:00p

Moneywise Planning Group Branch

August 28, 2021

9:00a - 11:00a

2021 Annual Shred Event

November 14, 2020

9:00a - 11:00a

MoneyWise Planning Group

2020 Annual Shred It Event

Shred it event Bring in your shredding material and a non-perishable food item to be donated to St. Leonard's food pantry in Muskego Enjoy a tasty ice cream treat!

June 11, 2019

6:30p - 8:30p

Sandra's on the Park

Estate Planning Essentials Workshop - Dinner

a workshop about estate planning

June 11, 2019

12:00p - 2:30p

Sandra's on the Park

Estate Planning Essentials Workshop - Lunch

An informative lunch or dinner that answers questions about estate planning

April 4, 2019

6:30p - 8:30p

MoneyWise Planning Group

Health and Wealth Event

Get your Body and Finances in Shape! An evening full of great information for your body and finances along with time for Q&A. Healthy snacks and beverages will be served. You won't want to miss this!

Event Registration


Thank you!

Error processing your request. Please try again at a later time.