In-person Sessions (WFE)

Onsite Financial Planning Sessions
Please bring your retirement account login username, password, and cell phone to your session.

Deforest

Peter Castro
Friday, October 18, 2024

Madison

Peter Castro
Tuesday, October 15, 2024

Gaylord

Schedule a virtual financial planning session. Click here to view our financial planners and their available virtual sessions.

Please be sure to schedule in your time zone.

Hatch & Remote

Schedule a virtual financial planning session.
Click here to view our financial planners and their available virtual sessions.

Please be sure to schedule in your time zone.

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.