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 , 53092

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.