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Your financial education starts here

Financial education class registration is now open for the following campuses


UW FOX Campus Let’s Talk Money Empowered Solutions for Your Retirement Wills & Trusts
UW Manitowoc Campus Let’s Talk Money
UW Fond Du Lac Campus Let’s Talk Money

Active Management to Achieve Clear Goals

We'll carefully consider your risk tolerance and determine life goals. Then we'll design a formal financial plan that will allow you to set priorities, determine a budget and achieve your goals.

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