In-person Sessions (Hydrite)

On-Site Financial Planning Sessions

Please bring your retirement account login username, password, and cell phone to your session.

All Locations – REMOTE

Virtual sessions are available year-round.

Click here to view our financial planners and their available virtual sessions.

Brookfield, WI

Matthew Vandre
May 9, 2024 (Mayfair Conference Room)
Online registration is now closed; please sign up onsite.

Cottage Grove, WI

Online registration is now closed; please sign up onsite.

Tim Shirk
May 13, 2024 (Front Office Conference Room)
May 14, 2024 (CG West Conference Room)
May 15, 2024 (Front Office Conference Room)

La Crosse, WI

Lubbock, TX

Click here to view our financial planners and their available virtual sessions.

Milwaukee, WI

Online registration is now closed; please sign-up at the group meetings.

Matthew Vandre
May 2, 2024 (HR Office)

Liz Aidoo (Hablo español)
May 6, 2024 (HR Office)

Oshkosh, WI

Online registration is now closed; please sign up onsite.

Matthew Vandre
Warehouse: May 7, 2024 (Upstairs Office Waukau)
Plant: May 7, 2024 (Kevin’s Former Office)
Plant: May 8, 2024 (Kevin’s Former Office)

Terre Haute, IN

Online registration is now closed; please sign up onsite.

Tim Shirk
Daytime: May 22, 2024 (Terre Haute Conference Room)
Daytime: May 23, 2024 (Terre Haute Conference Room)
Evening: May 23, 2024 (Terre Haute Conference Room)

Be sure to schedule in your time zone.

Visalia, CA

Click here to view our financial planners and their available virtual sessions.

Be sure to schedule a session in your time zone.

Waterloo, IA

Online registration is now closed; please sign up onsite.

Tim Shirk
June 12, 2024 (WL Main Conference Room)
June 13, 2024 (WL Main Conference Room)
June 14, 2024 (WL Main Conference Room)

Have all the sessions been filled? Need more flexibility? Don’t worry! You can schedule a virtual financial planning session with a Francis Financial Planner year-round. Click here to view our financial planners and their available virtual sessions.