In-person Sessions (FAC)

On-Site Financial Planning Sessions

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

ACS

WISCONSIN
(633 Liberty Dr, Verona, WI 53593)

Matthew Vandre
Monday, September 23, 2024

AEI

CALIFORNIA
(300 California St Floor 6, San Francisco, CA 94104)

Peter Castro
Wednesday, October 4, 2023
Please register in your time zone

FAC

WISCONSIN
(800 University Bay Dr Ste 200, Madison, WI 53705)

Peter Castro
Wednesday, August 2, 2023 (Warner Conference Room)

Flad

WISCONSIN
(644 Science Dr, Madison, WI 53711)

Matthew Vandre
Wednesday, August 14, 2024

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