Group Education Events

Stay tuned! Group events are held on an annual basis.

Personal MoneyAdvice Sessions

Germantown

Jay Voigt
Wednesday, October 21, 2020

To reserve your spot, call Francis Investment Counsel at 866-232-6457!

Please bring your account Fidelity login ID, password & cell phone.
To prepare for your session, please consider completing our More About You form.
This information is not required, but it may be helpful to have on hand.

_________

Have all the sessions been booked? Don’t worry! You can meet remotely with a Money Advisor year-round. Schedule a session here.

Menomonee Falls

Jay Voigt
Tuesday, October 13, 2020
Wednesday, October 14, 2020
Tuesday, October 20, 2020

To reserve your spot, call Francis Investment Counsel at 866-232-6457!

Please bring your account Fidelity login ID, password & cell phone.
To prepare for your session, please consider completing our More About You form.
This information is not required, but it may be helpful to have on hand.

_________

Have all the sessions been booked? Don’t worry! You can meet remotely with a Money Advisor year-round. Schedule a session here.

By participating in a MoneyAdvice Session, you agree to our Service Team Promises.