Your trust. Our expertise.
Our responsibility to help people comes first. From wealth management to retirement solutions, our insight and financial strategies can help make your investment goals a reality. See below for a schedule of upcoming classes, and contact us to inquire about registration information.
Upcoming Classes
Lydell Community Center at 5205 N Lydell Ave, Whitefish Bay, WI 53217:
September 23rd, 2026, 3:30-5:00pm – Retirement Planning for the Delegator
Description: Learn why having a financial plan is not just for the 1%. This course is designed for those approaching retirement and those who have recently transitioned into retirement. Take charge of your finances and get equipped with the facts you need to prepare for a financially secure retirement. Topics covered will include estimating retirement needs, utilizing the appropriate investment vehicles & the tax implications, and understanding strategies relating to Social Security & Medicare.
Instructors: Amanda Ridgway, CFP®, Lyssa McGauran, CFP®
Range Line Community Center at 11040 N Range Line Rd, Mequon, WI 53092:
September 30th, 2026, 2:00-3:30pm OR 5:30-7:00pm – Retirement Planning for the Delegator
Description: Learn why having a financial plan is not just for the 1%. This course is designed for those approaching retirement and those who have recently transitioned into retirement. Take charge of your finances and get equipped with the facts you need to prepare for a financially secure retirement. Topics covered will include estimating retirement needs, utilizing the appropriate investment vehicles & the tax implications, and understanding strategies relating to Social Security & Medicare.
Instructors: Lyssa McGauran, CFP®, Jess Henrickson
October 14th, 2026, 4:00-5:30pm - Financial & Estate Planning for Peace of Mind
Description: Everyone, regardless of age or wealth, can benefit from having an estate and financial plan. Wills, trusts, and beneficiary planning provide direction and continuity for passing on your assets after death and helping your loved ones administer your estate. Equally important are during-life issues such as health care directives and durable powers of attorney. We will discuss strategies to help you protect your assets and ease the burden on your loved ones.
Instructors: Lyssa McGauran, CFP®, Jess Henrickson
North Shore School for Seniors at 819 E Silver Spring Dr., Milwaukee, WI 53217
October 20th, 2026, 11:00am – Financial Planning & Comparing Local Living Facilities
Description: Learn how to best prepare for future care needs by exploring local living options, understanding costs, evaluating the role of Medicare and insurance, and developing strategies to protect assets, maximize choices, and ease the burden on loved ones.
Instructors: Lyssa McGauran, CFP®, Jess Henrickson with Guest Speaker: Lauren O’Desky
Link to Register– registration for Fall classes begins on Aug. 1
Wauwatosa West Rec Department at McKinley Elementary Community Room - 2435 North 89th Street (NEW LOCATION)
November 23rd, 2026, 5:30-7:00pm – Understanding Medicare and Health Insurance Coverage Before Age 65
Description: Retiring early? Concerned about health care coverage? Learn more about your options with health insurance pre-age 65. Also learn about the different parts of Medicare, what they cover, and the costs. This course will teach you when to enroll in Medicare and how to understand the difference between what is required and what choices you have to make. With this information, you will be better informed to make the right coverage choice for you, no matter your age. Our co-presenter will be Chris McArdle of MKE Benefits.
Instructors: Jess Henrickson, Lyssa McGauran, CFP®
Lakeland University, Waukesha County Technical College Campus at 800 Main Street, Room B079, Pewaukee, WI 53072
Coming Soon: November 2026 – The Informed Investor: Retirement Planning for Financial Success