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:
February 11th, 2026, 2:00-3:30pm – Financial Planning for Success
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: Jess Henrickson, Lyssa McGauran, CFP®
Range Line Community Center at 11040 N Range Line Rd, Mequon, WI 53092:
March 5th, 2026, 10:00-11:00 or 2:00-3:30pm – Investing in You - For Women
Description: Did you know that women control one-third of total US household financial assets? Most who manage their assets never speak to a financial professional. This may help explain why only 19% of women feel confident they’re on track to live comfortably throughout retirement. Topics covered will include women’s needs leading up to and during retirement, strategies for confident investing, and why having a financial plan is not just for the 1%. If you or someone you know may benefit from this informational session, join us! This is designed to be an open forum for women, where you can ask the questions on your mind.
Instructors: Lyssa McGauran, CFP®, Amanda Ridgway, CFP®
March 11th, 2026, 4:00-5:30pm - Financial Planning + Tax Efficiency
Description: Are you maximizing your after-tax outcomes? Did you know taxes can be the easiest investment “fee” to reduce? Join us for an informative discussion surrounding financial planning and tax efficiency. Tim Steffen, CPA/PFS, CFP®, CPWA®, and Director of Advanced Planning, will join us to help you gain a better understanding of sources of investment taxes, the critical role of year-round tax management, best practices, and potentially, some key points of the “One Big Beautiful Bill Act” (OBBBA).
Instructors: Jess Henrickson, Lyssa McGauran, CFP®
Nicolet High School at 6701 N Jean Nicolet Rd., Glendale, WI 53217
February 25th, 2026, 6:00-7:30pm – Estate and Financial Planning
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: Jess Henrickson, Lyssa McGauran, CFP® , and guest speaker: Aaron Foley
North Shore School for Seniors at 819 E Silver Spring Dr., Milwaukee, WI 53217
March 17th, 2026, 11:00am – Estate and Financial 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: Jess Henrickson, Lyssa McGauran, CFP®
Registration will open February 1, 2026
Wauwatosa West High School at 11400 W Center St., Wauwatosa, WI 53222
March 25th, 2026, 6:00-8:00pm – 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.
Instructors: Jess Henrickson, Lyssa McGauran, CFP® , and guest speaker: Chris McArdle
Lakeland University, Waukesha County Technical College Campus at 800 Main Street, Room B079, Pewaukee, WI 53072
Coming Soon: May 2026 – The Informed Investor: Retirement Planning for Financial Success