Thank you for registering for Money U!

Evening's Schedule

You will have the opportunity to attend one course each session. You do not need to pre-register for individual sessions.


Registration and Light Dinner – 5:30pm (CST)

Session 1 – 6:00pm (CST)

  • Maximizing Social Security Benefits
  • How Much Do You Really Need to Retire?
  • Evaluating Mutual Funds and ETFs
  • Saving and Paying for College
  • Alphabet Soup: Understanding Traditional and Roth IRAs
  • A Little Bit About Bitcoin

Session 2 – 7:00pm (CST)

  • Investing 101
  • Hiring Your Own Financial Advisor
  • Budgeting that Works
  • Maximizing Social Security Benefits
  • To Your Credit
  • Retiree Health Insurance

Session 3 – 8:00pm (CST)

  • Health Savings Accounts – Not Just for Today’s Health Expenses
  • Protecting Your Family: What Insurance Do You Really Need?
  • Are Reverse Mortgages a Good Idea?
  • Raising Financially Fit Kids
  • How to Turn Your Retirement Account Into Income
  • Where’s the Market Headed Next? An Independent View
Addresses & Directions

Manitou Americas
One Gehl Way
West Bend, WI 53095
Get Directions

Lambeau Field
American Family Insurance gate, East side
1265 Lombardi Avenue
Green Bay, WI 54304
Get Directions

Jefferson Street Inn
201 Jefferson Street
Wausau, WI 54403
Get Directions

Madison Marriott West
1313 John Q Hammons Drive
Middleton, WI 53562
Get Directions

Heyde Center for the Arts
3 South High Street
Chippewa Falls, WI 54729
Get Directions

Miller Park
One Brewers Way
Milwaukee, WI 53214
Get Directions

Contact Francis Investment Counsel at 866-232-6457 with questions.