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Movie viewing

The Bend Theater 125 N Main St, West Bend

Join us to watch "The Baby Boomer Dilemma" movie! An expose of America's retirement system, 'The Baby Boomer Dilemma' takes a deep dive into Pensions (both corporate and public), Social

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Paper shredding

Real Wealth Tax & Accounting 114 Main St, Kewaskum

Shred papers with your sensitive information on them for free, right in front of our office!

Free

Market Updates from Q3 2023

Zoom

Join our quarterly market update call where our guests will help contextualize recent market events against the backdrop of long-term investment objectives! Sign up here!