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Educational & Engaging

Who would have thought Financial Seminars could be both? No chicken dinners or sales pitches.

We love the personal power and confidence that comes with understanding how your finances support your life! We present complex topics reduced to plain English with simple illustrations.

We offer a variety of seminars throughout the year. This page will be updated regularly. Stay tuned.

Upcoming Seminars

Special Needs Trusts - March 5th 6-7:30pm

Special Needs Trusts - March 5th 6-7:30pm

Special Needs Trusts may provide supplemental resources for an individual with special needs. Under various circumstances, not having a special needs trust may adversely affect an individual’s eligibility for government benefits.

This workshop will provide an overview of different types of trusts, important considerations in naming a Trustee, funding options, and how to get started in creating a properly drafted special needs trust

Thursday, March 6th from 6:00pm - 7:30pm

Emerson Elementary

2101 Campbell Rd, La Crosse, WI 54601

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Special Needs Planning Guardianship - April 2 6:00 - 7:30pm

Special Needs Planning Guardianship - April 2 6:00 - 7:30pm

In most states the law presumes that individuals over the age of 18 are able to make their own decisions about what is best for them in their daily lives. Each family is unique, and some families may feel it is necessary to apply for guardianship or limited guardianship to protect the personal and financial decisions for their loved one with special needs. In this workshop we will review the different types of guardianship and some alternatives to guardianship, such as powers of attorney.

Thursday, April 2 from 6:00pm - 7:30pm

Emerson Elementary

2101 Campbell Rd, La Crosse, WI 54601

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More Coming Soon

More Coming Soon

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Past Seminars

Special Needs Planning - Feb 6th 6-7:30pm

Special Needs Planning - Feb 6th 6-7:30pm

Many families with children living with a disability, don’t know what will happen when they are no longer there to care for their child. This workshop will discuss the parts of financial planning for a dependent living with special needs including life care planning, special needs trusts, letters of intent and guardianship

Thursday, Feb 6 from 6:00pm - 7:30pm

Emerson Elementary

2101 Campbell Rd, La Crosse, WI 54601

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