In-person Sessions (Manitou)

On-Site Financial Planning Sessions

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

Belvidere

Don’t see any sessions?
Schedule a virtual session here.

Madison

Don’t see any sessions?
Schedule a virtual session here.

West Bend

Peter Castro
September 3, 2025
September 4, 2025

Yankton

Don’t see any sessions?
Schedule a virtual session here.

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.