In-person Sessions (Olmsted)

On-Site Financial Planning Sessions

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

SE Clinic – Onsite

Jay Voigt
December 16, 2024 (Room 4:1)
December 17, 2024 (Room 1:1)

Please note the room location for your session.

NW Clinic – Onsite

Click here to schedule a virtual session.

WHP – Onsite

Jay Voigt
October 29, 2024 (Founder’s Room)
October 30, 2024 (Room 1)

Jamie Rybak
September 11, 2024 (Room 2)
September 12, 2024 (Room 1)
November 13, 2024 (Founder’s Room)

Please note the room location for your session.

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.