Workshops 2020-03-04T18:23:05+00:00

 Educational workshops at MCU:

Date Time Topic
TBD Getting Your Financial House in Order:
Financial Planning for All Ages
TBD Estate Planning: Everyone Needs an
Estate Plan No Matter What Kind of Assets
You have
TBD Social Security: What Strategies are
Available to Me to Make the Most Out of
My Social Security
TBD Tax Planning – The 2018 Tax Cuts and
Jobs Act: How to Take Advantage of the Changes

Spaces are limited!

To reserve your spot, call Focused Tax Solutions at 262-827-1500, ext. 301 or 847-498-0542 or talk with any MCU staff. To register online, click here.

Light sandwiches and refreshments are served.



Securities offered through Securities Service Network, LLC, Member FINRA/SIPC.
Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor