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

Tim Shirk
August 26, 2026 (Mayfair Conference Room)
August 27, 2026 (Mayfair Conference Room)

Cottage Grove, WI

Tim Shirk
August 17, 2026 (Front Office Conference Room)
August 19, 2026 (CG West Conference Room)

Online registration is closed. Please sign up onsite.

La Crosse, WI

Tim Shirk
Online registration is closed. Please sign up at the group meetings.

Lubbock, TX

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

Milwaukee, WI

Tim Shirk
Online registration is closed. Please sign up at the group meetings.

Oshkosh, WI

Maleny Capetillo
Online registration is closed. Please sign up onsite.

Terre Haute, IN

Tim Shirk
Online registration is closed. Please sign up onsite.

Be sure to schedule a session 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

Tim Shirk
Online registration is closed. Please sign up at the group meetings.

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.