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Events

Currently, there are no upcoming events scheduled. Please check back soon!

 

Upcoming Events

September 15, 2020

6:00p - 7:00p

Online Zoom Webinar

Health Insurance Basics before age 65

Ashley Budsberg has helped hundreds of central Wisconsin residents with obtaining the proper insurances for their situation. Ashley and Jason will be teaching the class together to help connect the dots between having a solid financial plan that maximizes the cost reduction for health insurance.

September 16, 2020

6:00p - 7:00p

Online Zoom Webinar

Health Insurance after age 65

Ashley Budsberg has helped hundreds of central Wisconsin residents with obtaining the proper insurances for their situation. Ashley and Jason will be teaching the class together to help connect the dots between having a solid financial plan that maximizes the cost reduction for health insurance.

Past Events

August 4, 2020

6:00p - 6:30p

Online Webinar

retirePREP Course: 401k Do's & Don'ts

Is your 401 OK? Join us online for a 30-minute power session on 401k, 403b, 457, and other employee retirement plans.

March 25, 2020

6:00p - 7:30p

Silvertree LLC

retirePREP Course: Post 65 Health Insurance

This class is 100% educational, we do not permit any selling of insurance, investments, or services during our classes. Specific products may be discussed or shared by a licensed agent for informational purposes only.

March 24, 2020

6:00p - 7:30p

Silvertree LLC

retirePREP Course: Pre-65 Health Insurance

This class is 100% educational, we do not permit any selling of insurance, investments, or services during our classes. Specific products may be discussed or shared by a licensed agent for informational purposes only.

February 11, 2020

6:00p - 7:00p

Silvertree LLC

retirePREP Course - Annuities: The good, the bad, and the ugly

Some people love, others hate annuities. The key to annuities is to learn the facts, peel back all of the fluff and get to the nuts and bolts of how they work and when you should or should not use an annuity.

January 14, 2020

6:00p - 8:00p

Silvertree, LLC.

retirePREP Course - Financial Planning 101

We have had a lot of clients asking us to do a class introducing the basics of financial planning. Our next installment in the retirePREP (Personal Retirement Education Program) series is just that! To register to attend in person or online please email noelle@silvertreeplan.com or call 715-544-1610. Seating is limited.

Event Registration


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