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Free Seminars

The FVL Mission Advancement Office is hosting a series of free financial planning seminars at FVL. Consider attending, hearing from experts, and getting your questions answered! Registration is requested to ensure we have enough seating and handouts. Register today for all four!

Four Free Financial Seminars at FVL in 2022-23

Seminars

  • College Financial Planning - Monday, October 3 
  • Tax Advantage Investments - Thursday, November 3
  • Retirement Planning - Thursday, January 19
  • Estate Planning - Thursday, April 27

SEMINARS BEGIN AT 6 PM
at FVLHS

Questions?
MissionAdvancement@fvlhs.org
920-560-5107


College Financial Planning - Monday, October 3 at 6 PM

Would you like to better understand the cost of college and learn some strategies to help lower your family’s out of pocket college costs? Join us for a College Planning Strategies workshop presented by Casey St. Henry of Thrivent to better understand why the cost of college is different for every family and how you can get out in front of this problem!

 

​​​Register for the Seminar

  • Please enter the building through Door L (near the statues on the southeastern corner of the building).
  • Seminar begins at 6 PM

 

Free Seminar at FVL on Monday Oct 3, at 6 PM
maroon rectangle

Presenters for our last three seminars, Tori Kluess (Class of 1984) and David Wendland (Class of 1996), will share their financial and legal expertise, and will answer your questions. 

  • Tori has over 25 years of experience in intellectual property law, computer and internet law, and commercial and business law. She also practices in the areas of estate planning, business succession planning and charitable giving, and handles probate and trust administration proceedings.
     
  • David offers over 9 years of experience in retirement savings strategies, retirement income, insurance and annuities, and various wealth strategies.

Thursday, Nov. 11 Tax Advantage Investments - 6 PM 

Come learn more about tax-advantaged saving opportunities. This seminar shares strategies to save for retirement and education by utilizing your company retirement plan, Traditional and Roth IRAs and 529 accounts, as well as tax advantage ways to distribute funds in retirement.

Register for the Seminar

  • Please enter the building through Door L (near the statues on the southeastern corner of the building).
  • Seminar begins at 6 PM
Image of computer with investment info and text - Tax Advantage Investments Seminar at FVL on 11-3 at 6 PM

Retirement Planning - Thursday, January 19 at 6 PM

  • Do you have questions about retirement?

  • Not sure how to find the best plan for your needs? 

Whether retirement is less than 5 years or 25 years from today, you have this special opportunity to hear from experts and get questions answered. Join us at FVL on October 20 at 6 PM to hear attorney Tori Kluess and financial advisor, David Wendland.

Register for the Seminar

  • Please enter the building through Door L (near the statues on the southeastern corner of the building).
  • Seminar begins at 6 PM
Retirement Planning Seminar at FVL Jan 19 at 6 PM

Estate Planning - Thursday, April 27 at 6 PM 

Surveys suggest that over 60% of Americans do not have a will or estate plan in place. Of those who do, many have not been updated for current household situations.

  • Are you looking to put a plan in place?
  • Does your will or estate plan need updating? 

Whether your plan is 25 years old or you are interested in putting your first plan in place, this free seminar shares information that applies to you.

All ages are welcome to join us!

Register for the Seminar

  • Please enter the building through Door L (near the statues on the southeastern corner of the building).
  • Seminar begins at 6 PM

 

House with info about Estate Planning Seminar - April 27 at 6 PM