Events
We believe that client education is an important part of the financial planning process. With that being said, we like to host educational events to help our clients get a better understanding on certain financial topics. We will typically be hosting an event once a quarter, so be sure to check back here for upcoming events!
Also, feel free to suggest a topic you would be more interested in learning about, and we can see if others are having the same questions and try to put together an event. Call us at 608-827-8881 or email at info@awateam.com
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 18, 2023
3:00p - 4:00p
Landmark Oaks
October 14, 2020
6:30p - 7:15p
Wherever you use Zoom!
October 1, 2019
6:00p - 7:00p
Fitchburg Community Center
Medicare Seminar
Mary Olson, a Medicare specialist with over 26 years of experience will be giving a free, no-obligation seminar, open to the public, going over some important topics on Medicare. She will help you understand Parts A, B, C, & D, along with how to enroll, and what Medicare does and does not cover. If you are interested, please RSVP to either: -Atlas Wealth Advisers at (608)-827-8881 -Mary Olson at (608)-576-7633
December 5, 2018
11:30a - 1:30p
Vintage Brewing Compnay
Tax & Retirement Plan Strategies for Today's Small Business Owner
Hear about some tax law strategies and retirement plan options for small business owners and self-employed individuals.
August 14, 2018
4:30p - 6:30p
Bonefish Grill
Perception vs Reality
Investing for Today and Beyond