In-person Sessions (WHF)

Schedule an on-site financial planning session by choosing your location and desired date. Questions? Call 866-232-6457.

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

Milwaukee

Don’t see any sessions? Schedule a remote financial planning session.

Madison

Don’t see any sessions? Schedule a remote financial planning session.

Have all the sessions been filled? Don’t worry. You can schedule a remote financial planning session with one of the Francis Financial Planners. Return to previous page, select a planner and click the Schedule a Remote Session button to choose a time that works for you.