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Events

Upcoming Events

August 4, 2021

10:00a - 11:00a

Webinar

Bitcoin and Crypto Webinar

Curious about Bitcoin? Wondering what all this talk about cryptocurrency is about? Join us on March 4th at 10AM CST. To register for this live webinar send an email to: service@silvertreeplan.com Upon registering you will be provided login instructions.

Past Events

February 4, 2021

9:00a - 10:00a

Via Zoom - Please register to obtain login information.

2021 Market Outlook

Join Chief Investment Officer Mark DiOrio and CEO of Silvertree Retirement Planning Jason Glisczynski as they discuss the 2021 market outlook. Live Q&A at the end of the call. Cannot attend but still have a question? Send us an email and we will answer your question during the webinar and send you a recording.

December 16, 2020

6:00p - 6:30p

Online Webinar

Estate Planning Made Simple

Join attorney Mark Perkins & Certified Financial Planning Practitioner Jason Glisczynski for an informative class outlining what estate planning is, and what it means for you and your family. This virtual class will give you the right tools to be prepared to have those educated conversations with your loved ones. Register by emailing noelle@silvertreeplan.com.

December 15, 2020

7:30a - 8:00a

Online Webinar

Estate Planning Made Simple

Join attorney Mark Perkins & Certified Financial Planning Practitioner Jason Glisczynski for an informative class outlining what estate planning is, and what it means for you and your family. This virtual class will give you the right tools to be prepared to have those educated conversations with your loved ones. Register by emailing noelle@silvertreeplan.com.

November 6, 2020

1:00p - 2:00p

Webinar

Webinar: Post Election Market Outlook

Chief Investment Officer and Chartered Financial Analyst Mark DiOrio and Certified Financial Planner practitioner Jason Glisczynski discuss the market outlook as the Presidential Election draws to a close.

October 29, 2020

7:00a - 8:00a

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.

October 28, 2020

7:00a - 8:00a

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.

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.

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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