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Harley Davidson Museum Tour and Social

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Harley Davidson Museum 400 West Canal Street, Milwaukee

You’re invited! Shakespeare Appreciation Event Harley Davidson Museum Tour September 13th 4:00 pm Appetizers and Drinks to follow at Motor Click HERE to Register

2026 Webinars

Recording: Medicare Webinar

Recording: 2026 Mid-Year Market Update

Recording: Long Term Care Webinar

2025 Webinars

Recording: Charitable Giving

Recording: Understanding the One Big Beautiful Bill Act (OBBBA)

Recording: 2025 Mid-Year Market Update

Recording: eMoney Website Overview

2024 Webinars

Recording: 2024 Year-End Tax & Financial Planning Webinar

Recording: 2024 Medicare Webinar

Recording: Mid-Year Market Update - July 2024

Recording: Cybersecurity Webinar

Recording: Downsizing & Senior Care Webinar

2023 Webinars

Recording: 2023 Year-End Tax & Financial Planning Webinar

Recording: 2023 Medicare Webinar

Recording: Mid-Year Market Update - July 2023

Recording: How to Read Your Tax Return

Recording: Planning Group/Individual Travel

Recording: Long Term Care Insurance 

Recording: Healthcare in Retirement: Bridging the Gap from Working Years to Medicare

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Recording: Mid-Year Market Update - July 2022

Recording: The Family Home Webinar Part 3 – Senior Living Options

Recording: The Family Home Webinar Part 2 – Real Estate

Recording: The Family Home Webinar Part 1 – Legacy Planning