Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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Investing now for tomorrow's retirement income

May 22, 2019 06:00 PM - May 22, 2019 07:00 PM Central Daylight Time
North Shore Country Club 3100 W. Country Club Drive Mequon, Wisconsin

John Larsen and Rachel Panasuk of the Larsen Group cordially invites you to join us for an educational presentation

An essential part of planning a healthy financial future includes both a dividend growth approach to investing and addressing economic downturns. Rick Novak, a veteran portfolio analyst on the Portfolio Advisory Group team at RBC Wealth Management will discuss the important benefits of a dividend growth and capital appreciation investment strategy.

In addition, The Larsen Group has incorporated Clearbridge’s unique and innovative U.S. Recession Risk Indicators into their daily practice. Bayley Davis, Managing Director – Client Portfolio Manager at Clearbridge Investments will discuss the importance of using the indicators as a means to determine current market conditions as expansionary, cautionary or possible risk of the next recession.

RSVP by May 10 to Dana Larsen at (262) 241-2323. Heavy appetizers and beverages will be served. Please feel free to bring a friend.


Client appreciation pickleball event

We would like to thank every one of our friends and clients who attended and made this a fantastic evening.