In-person Sessions (Plexus)

On-Site Financial Planning Sessions

Please bring your retirement account login username, password, and cell phone to your session. Be sure to schedule a session in your time zone.

Appleton Ops


Online registration is now closed; please sign-up onsite.

Jay Voigt
February 20 (Location: Grand Mogul)
February 21 (Location: Grand Mogul)

Peter Castro
February 20 (Location: Elk Peak)
February 21 (Location: Elk Peak)



Neenah Design Center

Neenah Ops


Raleigh Design Center

Watch for sign-up sheets onsite.

Liz Aidoo
February 21 (Location: Cardinal)
February 22 (Location: Cardinal)

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.