In-person Sessions (GHC)

On-Site Financial Planning Sessions

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

Administration

Sign-up onsite!

Sauk Trails Clinic

Click here to schedule an in-person session.
Date: Tuesday, September 22nd
Location: Sauk-Wingra room
Advisor: Tim Shirk

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.