UPCOMING EVENTS

Every so often we may hold retirement planning seminars in Mankato. Some of these are for current clients which we call "client events". These are fun events with good meals and entertainment. These events are exclusively for our current clients and their guests. We may also have meetings for the general public who are not clients yet, but would like to learn more about us and what we can do to help them. These are educational in content and cover many of the topics that are so important to retirees and pre-retirees. Please give us a call for our upcoming events.  

If you need a good speaker for your group, club, church, or school, give Tony a call and let him know what retirement or financial subjects you would like him to cover. The subjects he can cover are listed on "OUR SPECIALTIES" page. He might even pay for the refreshments.