In-person Sessions (Reinhart)

On-Site Financial Planning Sessions

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

Milwaukee

Madison

Kelli Send
June 13, 2024

Rockford

Kelli Send
July 11, 2024

Waukesha

Kelli Send
June 4, 2024

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.