In-person Sessions (Johnsonville)

On-Site Financial Planning Sessions

Please bring your T. Rowe Price account login username, password, and cell phone to your session.

Virtual (All Locations)

Schedule a virtual financial planning session here!

Sheboygan Falls, WI

Global Headquarters

Kelli Send
October 16th, 2026 (GHQ2 Room 306)

Tim Shirk
October 21st, 2026 (GHQ2 Room 408)


Please note your room location

Alaark

Tim Shirk
Monday, October 12th
Please call 866-232-6457 to schedule!

Watertown, WI

Don’t see any sessions?
Schedule a remote financial planning session.

¡Hablo español!

Vermont Smoke & Cure

Vanessa Franco
April 16th, 2026 (Cracked Pepper room)
April 17th, 2026 (Cracked Pepper room)

Holton, KS

Don’t see any sessions?
Schedule a remote financial planning session.

¡Hablo español!

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.

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