UPCOMING EVENTS FOR ESTATE PLANNING (other topics will be specified): 

• April 24, 2025; Senior Center Fond du Lac, WI @ 12:30 p.m. "7 Advance Directives"
• April 24, 2025; Seirra Insurance, Elkhorn, WI Chamber of Commerce, RSVP required, @ 5:00 p.m. "Business Killers"
• May 22, 2025; Senior Center Fond du Lac, WI @ 12:30 p.m. "What is Probate - Start to Finish"
• June 26, 2025; Senior Center Fond du Lac, WI @ 12:30 p.m. "How can I avoid Probate"
• July 24, 2025; Senior Center Fond du Lac, WI @ 12:30 p.m. "Ins and Outs of Trusts"
• August 28, 2025; Senior Center Fond du Lac, WI @ 12:30 p.m. "The Do's and Don'ts of Medicaid"
• September 17, 2025; Modern Woodman, @ Marshvue N9450 Mohawk, Theresa, WI @ 6:00 p.m. doors open at 5:30 p.m. "Identity Theft"
• September 25, 2025; Senior Center Fond du Lac, WI @ 12:30 p.m.  "Other Estate Planning Documents and Open Questions"​

          
​     
                             *****PLEASE CHECK BACK FOR FUTURE EVENTS*****

PREVIOUS EVENTS FOR ESTATE PLANNING AND OTHER TOPICS: 

• 2007 - 2010: National Association of Retired Federal Employees Convention

• 2007-2010: National Association of Postmaster of United States Convention
• 2008: Federal Employees, Milwaukee, WI
• January 18, 2009: Immanuel Lutheran Church, Mayville, WI

• February - March 2009 (series of 5 seminars) St. Peter's Lutheran Church, WELS, Mayville, WI
• June 10, 2009: OWL's, St. John's Lutheran Church, WELS, Lomira, WI

• November 10, 2009: Delco, Speaker at National Sales Office, Elkhorn WI
• January 23, 2010: Ladies Phoenix Financial Seminar, Luther Prep, Watertown, WI
• January 2010: Delco, Speaker at National Sales Office, Elkhorn WI
• Summer 2010:  Red Hats Society, Janesville, WI
• October 2010: American National Bank, Beaver Dam, WI
• Throughout 2013:  Lutheran Social Services Residential Facility, New Berlin, Lake Geneva, Delavan, Menasha, WI
• May 2013: Kindred Nursing and Rehabilitation Center, Kenosha, WI

2014

• March 21, 2014: Fond du Lac Senior Center, Fond du lac, WI
• April 14, 2014: Fond du Lac Senior Center, Fond du lac, WI
• August 25, 2014:  Fond du Lac Public Library,  (Mid States Room, lower level) 10:00 a.m.
• September 15, 2014: Fond du Lac Public Library  (McLane Room, lower level) 6:00 p.m.
• September 22, 2014:  Mulberry Glen Assisted Living Facility,  Whitewater, WI 10:00 a.m. 
• September 24 & 25, 2014: Delco, Speaker at National Sales Office, Elkhorn WI
• October 2, 2014: Whitewater Seniors in the Park, Senior Center,  Whitewater, WI 1:30 p.m.
• October 13, 2014: Young Library, Whitewater, WI  6:00 p.m.
• October 15, 2014: Bassett House (Private Group), Whitewater, WI
• October 28, 2014: Fond du Lac Public Library, (McLane Room, lower level) 10:00 a.m.
• November 11, 2014: Fond du Lac Public Library, (McLane Room, lower level) 6:00 p.m.
• December 3, 2014: Elkhorn Public Library, Elkhorn, Wisconsin 9:00 a.m.
• December 3, 2014: Whitewater Seniors in the Park, Senior Center,  Whitewater, WI 1:00 p.m.

2015

• January 10, 2015: St. John's Wisconsin Lutheran Synod, Woodland, WI 10:00 a.m.
• March 2, 2015: Hampton Regency Apartments, 12999 W. Hampton Ave., Butler, WI @ 11:30 a.m.
• March 9, 2015: High Ridge Manor Apts., 13445 W. National Ave., New Berlin, WI @ 1:30 p.m.
• March 23, 2015: St. Peter's Lutheran Church, on Rt 2, 23 Main St., Kekoskee, just outside of Mayville, WI. @ 6:00 p.m.
• March 31, 2015: Geneva Hills Apts., 1385 Elkhorn Dr., Lake Geneva, WI @ 10:00 a.m.
• April 21, 2015: Money Matters, Fond du Lac Library, Fond du Lac, WI @11:00 a.m.

• May 13, 2015: Seniors in Park, Senior Center, Whitewater, WI @10:30 a.m.
• June 22,2015, Gromowski Law Office, Fond du Lac, WI @ 2:00 p.m.
• July 21, 2015, Brookdale Manor, Whitewater, WI @ 10:00 a.m.
• September 18, 2015, Delco, Speaker at National Sales Office, Elkhorn, WI
• September 22, 2015, Whitewater Library, End of Life, Whitewater, WI @ 6:00 p.m.
• September 28, 2015, Whitewater Senior Center, Whitewater, WI @1:00 p.m.

2016

• January 14, 2016, National Association of Insurance and Financial Advisors, Fond du Lac, WI​ 
• March 7, 2016: High Ridge Manor Apts., 13445 W. National Ave., New Berlin, WI @ 1:00 p. m.
•  March 8, 2016: Geneva Hills Apts., 1385 Elkhorn Dr., Lake Geneva, WI @ 10:00 a.m.
•  March 11, 2016: Insurance Breakfast, Seniors in the Park, Whitewater, WI 8:30 am. - 9:30 am.
• April 30, 2016: Siegel Financial, Red Geranium, Private Event, Lake Geneva, Wisconsin.
• May 5, 2016: Watertown Public Library, End of Life Readiness Workshop, Part 1, Watertown, WI @ 1-3 p.m
• July 25, 2016: Fort Atkinson Senior Center, Fort Atkinson, WI @1-3 p.m.
• August 22, 2016: Old Herman School on Hwy 33 and P.  Mayville, WI @ 6 p.m.
• September 27, 2016: Wills for Seniors, Fond du Lac Senior Center.  This program is to assist low-income seniors to prepare basic Wills and Powers of Attorney.  This is by appt. only please call Greater Wisconsin Agency on Aging Resources (608) 243-2881 for an appointment or more information.
• September 30, 2016: Wisconsin Fraternal Insurance Counsellors, Steven Point, WI

2017

• April 20, 2017: Modern Woodmen of America - Mayville, @ Golf Club at Camelot, Lomira, WI @ 6:00 p.m.

• May 4, 2017: Sierra Insurance, 510 Nathan Lane, Elkhorn, WI @ 9:30 a.m.
• June 1, 2017: 3030 39th Street, Kenosha, WI @ 7:00 p.m.
• July 13, 2017: Rockwell Court Apartments 121 Rockwell Court, Fort Atkinson, WI @ 10 a.m.
• August 16, 2017: Modern Woodmen, Member Educational Event, River Hill Park, Kewaskum, WI @ 5:00 P.M. until  7:00 P.M., Topic - Special Needs Trust
• September 28, 2017: Roadmap to Retirement 1st Seminar: 1st Session @ 3:00P.M., 2nd Session @ 6:00 p.m., Whitewater Country Club, N9035 Hwy 89, Whitewater, WI;  Hosted by Legacy Planning Council; Call Lori to reserve your seat - 888-799-6792**  Topic - Finances for Retirement
• October 26, 2017; Modern Woodmen, 2371 S. 107th, West Allis, WI @10:00 a.m.
• November 8, 2017; Amalgamated Transit Union Local 998, 734 N 26th St. Milwaukee, WI  @11:00 a.m.
• November 9, 2017; Brookdale Manor, 1061 W Blackhawk Dr, Whitewater, WI @ 1:00 p.m.
• ​November 15, 2017: International Union of Operating Engineers Local 139 IUOE, N27W23233 Roundy Drive, Pewaukee, WI @10 a.m.
• November 21, 2017; Painters and Allied District Council #7, S68W22665 National Ave., Big Bend, WI @11 a.m.

2018

• January 10, 2018: Jackson Park and Recreation, N165 W20330 Hickory Lane, Jackson, WI @ 5:00 p.m. - Cancelled
• February 14, 2018: Elevator Constructors Union Local 15, 17125 W. Cleveland Ave., New Berlin, WI @ 5 p.m.
• September 11, 2018: Thrivent Financial, Holiday Inn, 625 W Rolling Meadows Dr., Fond du Lac, WI @ 6 p.m. -  RSVP
• September 13, 2018: Watertown Senior Center, 514 S 1st St, Watertown, WI  @ 10 a.m.
• ​October 11, 2018: Winnebago Lutheran Academy , 475 E. Merrell, Fond du Lac, WI @ 10:00 a.m. and 6:30 p.m.
• November 13, 2018: St. Peters Lutheran Church, WELS, Mayville, WI @ 6:30 p.m.

2019

• March 6, 2019: The Southeast Wisconsin Carpentry Training Center, Carpenter's Union, N25W23055 Paul Road, Pewaukee, WI @ 10:00 a.m.
• March 11, 2019: Milwaukee Labor Council AFL-CIO, 633 Hawley Road, Milwaukee, WI @ Noon
• July 22, 2019: Peace Lutheran Church, WELS, OWLS, 1001 Center Street, Hartford, WI @ 10:00 a.m.
• August 15, 2019: Hampton Regency Apartments, 12999 W. Hampton Ave., Butler, WI @ 1:30 p.m.
• August 21, 2019: Members of Modern Woodmen Educational Event, River Hill Park, Kewaskum, WI @ 4:30 p.m. - 7:00 p.m. 
• September 9, 2019: IBEW Local 494, 3303 South 103rd Street, Milwaukee WI 53227 @ 5 p.m.
• October 8, 2019: Teamster Union 200, 6200 W. Bluemound Road, Milwaukee, WI @ Noon
• December 10, 2019: IBEW Local 494,  3303 South 103rd Street, Milwaukee WI 53227 @ 5 p.m.

2020

• ​February 11, 2020: IBEW Local 494 Greenbush Town Hall, N6644 Sugarbush Rd, Glenbeulah, WI @ 5 p.m.
• February 15, 2020: Zion Lutheran Church, 317 E. Walnut,  Horicon, WI @ 1p.m.
• March 10, 2020: Sierra Insurance Marketing, 16 S. Broad Street, Elkhorn, WI @ 1:00 p.m. Topic: Buy/Sell Agreements (closed event)
• March 14, 2020: St. Matthew's Lutheran Church, 8444 W Melvina St, Milwaukee, WI @ 9:00 a.m. to 11:00 a.m.
• ******** CANCELLED PLEASE CHECK BACK FOR A NEW DATE ***** May 26, 2020: AARP, Advia Credit Union - 837 N. Wisconsin Street, Elkhorn, WI @ 10:00 a.m. 
• July 27, 2020: Peace Lutheran Church, WELS, OWLS, @ Trinity Community Center, 6409 County Hwy P, Mayville, WI @ 10:00 a.m. - Topic - Identity Theft

2021

• May 12, 2021: Booth Manor and Booth Manor II-The Salvation Army, Oak Creek, WI @ 10:00 a.m. Topic: Advance Directives
• June 8,2021: Thrivent, Fond du Lac, Wisconsin @ 9:00 Topic: Trust (closed event)

2022

• March 22 , 2022 - Faith Widow and Widower - Sunset on the Water, Fond du Lac, Wisconsin @ 11:30 a.m., (private event) 
• October ​27-28, 2022: Wisconsin Solo and Small Firm Conference, State Bar of Wisconsin, Wisconsin Dells, WI

2023

• March 15, 2023, Real Estate Executive, Fond du Lac Library, 5 p.m.
• October 24, 2023: Faith Widows and Widowers Fellowship Group, Fond du Lac, WI @ 11:00 a.m. October 24, 2023: Faith Widows and Widowers Fellowship Group, Fond du Lac, WI @ 11:30

2024

• ​April 11, 2024: Estate & Financial Planning, Fond du Lac County Library, Fond du Lac, WI @ 5:30 p.m.
• April 15, 2024: Morning Star Widows & Widowers Fellowship, West Bend, WI @ 11:30 a.m.
• August 14, 2024: Fond du Lac Senior Center, Fond du Lac, WI @ 1:00 p.m.
• October 30, 2024, University of Wisconsin Extension, Planning Ahead, Fond du Lac Public Library @ 10 am to 11:30 am