Events and Seminars

Events

Open House - 3/19/2015

Seminars

- Upcoming Seminars -

Medicare Made Simple for 2016 - 9/26/2015

- Past Seminars -

Facts about the Affordable Care Act - 10/1/2014

Medicare Made Simple for 2015 - 9/27/2014

Medicare Made Simple for 2014 - 11/2/2013

Finances Before We Say "I Do" - 5/29/2013

Finances Before We Say "I Do" - 3/18/2013

Planning For & Selecting A Home Health Provider & Nursing Home - 2/12/2013

Medicare Made Simple - 11/3/2012

Medicare Made Simple - 11/2/2012

Finances Before We Say "I Do" - 5/30/2012

Medicare - A,B,C's & D - 3/24/2012

Medicare - A,B,C's & D - 3/22/2012

Finances Before We Say "I Do" - 3/15/2012

Finances Before We Say "I Do" - 10/19/2011

Finances Before We Say "I Do" - 6/15/2011

"Long-Term Care, Who Cares?" - 4/10/2010

"Convert an IRA to Roth" - 01/21/2010 or  03/23/2010

"Finances Before We Say "I Do" - 02/25/2010

"10 Types of Housing & Care for Seniors" - 02/20/2010

"Retirement Planning-It's Not Just About Money" - 01/23/2010



"Medicare Made Simple for 2016"

 

A to Z Financial Planning LLC

Presents the 6th Annual...

 

“Medicare Made Simple for 2016”

 

Are you getting ready to go on Medicare? 
Are you helping someone make Medicare decisions? 
Do you know the difference between a Medigap supplement and an Advantage Plan? 
Have you been on Medicare for several years and still struggle to make sense of all the options and choices every year?


Mark your calendars!

“Medicare Made Simple for 2016”

Come to our FREE informational seminar!

 

Saturday, September 26, 2015

                                                                                                                                                 10:00 AM to Noon                                                    

 

The New Office of:

A to Z Financial Planning LLC

7071 South 13th Street

Suite 104

Oak Creek, WI 53154-1466

 

 

                                                                    Presented by: Leanne Cowles, Health Insurance Advisor, an independent broker who provides education and consultation on healthcare needs.  
                                                                                    She has been working in the healthcare and insurance field for over 30 years, specializing in healthcare for seniors.
                                                                                    In the seminar, Leanne explains your Medicare choices, because Medicare isn’t “one size fits all”.  What works well for your neighbor might not be the best fit for you.        
                                                                                    This seminar assists you to understand the basics of Medicare, which can help you to choose wisely. 

 

Seating is limited! Call 414-856-9800 or email admin@a2zplanning.com to make reservations today.  Refreshments served.  Be sure to bring a friend!

 

 

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Open House

A to Z Financial Planning LLC

We have moved across the hall to a larger office.  Our address, including Suite 104, 
stays the same.  Our phone numbers and e-mails stay the same.


Mark your calendars and bring a friend!

Thursday, March 19, 2015
2:00 PM to 6:30 PM

A to Z Financial Planning LLC
7071 S. 13th Street, Suite 104

Oak Creek
WI 53154

Telephone:  414-856-9800
(RSVP or just stop in)

Email:  Laurie@a2zplanning.com
Website:  www.a2zplanning.com

The following professionals will be available at the Open House to answer questions.
This continues our philosophy of providing financial information
for you.

Featured Professionals
Leanne Cowles - Health Insurance Advisor
Vicki Henning - Advisor for Senior Housing
Stephanie Mares – Estate Planning Attorney
Patrick McDonald – Mortgage Specialist


Our office building is located on the northwest corner of South 13th St and
W Rawson Ave (across from Burger King), just east of I-94 at Exit 320.

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A to Z Financial Planning LLC
Presents...
"Facts about the Affordable Care Act”
(Health Insurance)


Who qualifies? How much will it cost? Where and when do I sign up?
Is the Affordable Care Act confusing?


Mark your calendars!
Come to our free informational seminar:
“Facts about the Affordable Care Act”

When:
Saturday, November 1, 2014  
10 AM – 12 Noon

Where:
Sheraton Milwaukee Brookfield
(South of Brookfield Square)
Wisconsin Room 1 - 2
375 South Moorland Road
Brookfield, Wisconsin 53005



Presented by Leanne Cowles, Health Insurance Advisor, and an independent broker with over 30 years of experience working in the healthcare insurance field. Her power point presentation will cover various types of plans and the companies on the Exchanges. Leanne will explain enrollment dates and how to enroll.  She will clarify features and which plans have your doctors and hospitals.
Learn how the health care law will affect you and your family.


Refreshments served.                    Be sure to bring a friend!


To make your reservations call A to Z Financial Planning LLC at
414-856-9800 or email us at admin@a2zplanning.com.


"Medicare Made Simple for 2015"

 

Are you getting ready to go on Medicare?   Do you know the difference between a Medigap supplement and an Advantage Plan?  Have you been on Medicare for several years and still struggle to make sense of all the options and choices every year?

FREE informational seminar!

When:

Saturday, September 27, 2014

10:30 AM to 12:30 PM *

Where:

Franklin Public Library

9151 W. Loomis Road
Fadrow Rooms A & B

Franklin, WI 53132


* the Franklin Public Library doors open at 10:00 AM

Presented by: Leanne Cowles, Health Insurance Advisor, an independent broker who provides education and consultation on healthcare needs.  She has been working in the healthcare and insurance field for over 30 years, specializing in healthcare for seniors. 

In the seminar, Leanne will explain your Medicare choices, because Medicare isn’t “one size fits all”.  What works well for your neighbor might not be the best fit for you. This seminar will assist you in understanding the basics of Medicare, which can help you to choose wisely.

Call 414-856-9800 or email admin@a2zplanning.com to make reservations today.  Refreshments served.  Be sure to bring a friend! 

This is an educational only presentation.
This meeting is not sponsored by the Franklin Public Library.

 

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"Medicare Made Simple for 2014”
 
Are you getting ready to go on Medicare?   Do you know the difference between a Medigap supplement and an Advantage Plan?  Have you been on Medicare for several years and still struggle to make sense of all the options and choices every year?
 
 
When:
Saturday, November 2, 2013
10:30 AM to 12:30 PM *
 
Where:
Franklin Public Library
9151 W. Loomis Road
Fadrow Rooms A & B
Franklin, WI 53132
 
* the Franklin Public Library doors open at 10:00 AM
 
 
Presented by: Leanne Cowles, Health Insurance Advisor, an independent broker who provides education and consultation on healthcare needs.  She has been working in the healthcare and insurance field for over 30 years, specializing in healthcare for seniors.
 
In the seminar, Leanne will explain your Medicare choices, because Medicare isn’t “one size fits all”.  What works well for your neighbor might not be the best fit for you. This seminar will assist you in understanding the basics of Medicare, which can help you to choose wisely. 
 
Call 414-856-9800 or email admin@a2zplanning.com to make reservations today.  Refreshments served.  Be sure to bring a friend!
 
This is an educational only presentation.
This meeting is not sponsored by the Franklin Public Library.
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Finances Before We Say "I Do"

Congratulations on your engagement!  It is important to plan for your wedding day, but even more important to plan for the years that follow. After you say "I Do", you will have created a finanacial partnership.  It is important to talk about your financial assets and liablilities. It will take time and effort to understand each other's views and goals about your finances.  Do you know if your fiancé is a spender or a saver?


Learn the Eight Financial Steps for Newlyweds which includes a spending and savings plan, understanding credit cards, why your FICO score is important, investing for the future and much more.

Speaker:    Laurie Aleksandrowicz
                      Financial Advisor
Dates:        Wednesday, May 29, 2013
Time:         6:30 pm – 8:00 pm
Location:  Franklin High School Library
                  8222 S 51st Street
                  Franklin, WI  53132
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Finances Before We Say "I Do"

Congratulations on your engagement!  It is important to plan for your wedding day, but even more important to plan for the years that follow. After you say "I Do", you will have created a finanacial partnership.  It is important to talk about your financial assets and liablilities. It will take time and effort to understand each other's views and goals about your finances.  Do you know if your fiancé is a spender or a saver?


Learn the Eight Financial Steps for Newlyweds which includes a spending and savings plan, understanding credit cards, why your FICO score is important, investing for the future and much more.

Speaker:    Laurie Aleksandrowicz
                      Financial Advisor
Dates:        Monday, March 18, 2013
Time:         6:30 pm – 8:00 pm
Location:  Franklin High School Library
                  8222 S 51st Street
                  Franklin, WI  53132
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February 12, 2013 at 5:30 p.m.
OAK CREEK COMMUNITY CENTER / 8580 S. HOWELL AVE, OAK CREEK, WI 53154
 
Planning For & Selecting
A Home Health Provider And Nursing
 
 
 
This free seminar is designed to help you make informed decisions about planning for and selecting a home health provider and nursing home.  Whether for you or a loved one, our expert panel of speakers will provide invaluable information on: Financial Planning; Insurance Options; and Medical, Nursing and Legal Considerations.
 
 
Laurie Aleksandrowicz
Financial Advisor
“Financial Planning for Long Term Care”
 
Leanne Cowles
Health Insurance Advisor
“Insurance Coverage for Long Term Care”
 
Mark Rhyner, M.D.
Family Practice Physician
“Medical Signs that it is Time to Consider Long Term Care”
 
Denise Harden, R.N., C.L.N.C., C.L.C.P.
Case Management
“Advanced Directives / Power of Attorney”
 
Nancy Plotkin, R.N., C.L.N.C.
Home Health Care Nurse
“Choosing a Safe Home Health Care Provider”
 
Atty. Kevin R. Martin, R.N.
Civil Trial Specialist
“Choosing a Safe Nursing Home”
 
Jane Frederick
Community Member
“My Experience with Home Health Care”
 
Space is limited.
R.S.V.P.: (414) 377-4834
 
Sponsored by:
Martin Law Office, S.C.
Oak Creek, WI
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"Medicare Made Simple"
(Emphasis on the changes for 2013)

 

By popular demand, Leanne Cowles, health insurance advisor, has been requested to present a second seminar "Medicare Made Simple".  This next seminar will have an emphasis on the changes for 2013.
 
 
Mark your calendars!
Come to our FREE informational seminar!
 
 
            When:           Friday, November 2, 2012 from 9:30am – 11:30am
 
                                                                        OR

                                    Saturday, November 3, 2012 from 9:30am – 11:30am
 
 
            Where:          A to Z Financial Planning LLC
                                    7071 South 13th Street, Suite 104
                                    Oak Creek, WI 53154
 
 
Leanne is an independent broker who provides education and consultation on healthcare needs.  She has been working in the healthcare and insurance field for over 30 years, specializing in healthcare for seniors.
 
Call or e-mail us at 414-856-9800 or admin@a2zplanning.com to make reservations today, spots are filling up fast!  Refreshments served.  Be sure to bring a friend!

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Finances Before We Say "I Do"

Congratulations on your engagement!  It is important to plan for your wedding day, but even more important to plan for the years that follow. After you say "I Do", you will have created a finanacial partnership.  It is important to talk about your financial assets and liablilities. It will take time and effort to understand each other's views and goals about your finances.  Do you know if your fiancé is a spender or a saver?

Learn the Eight Financial Steps for Newlyweds which includes a spending and savings plan, understanding credit cards, why your FICO score is important, investing for the future and much more.


Speaker:    Laurie Aleksandrowicz
                      Financial Advisor
Dates:        Wednesday, May 30, 2012
Time:         6:30 pm – 8:00 pm
Location:  Franklin High School Library
                  8222 S 51st Street
                  Franklin, WI  53132


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Medicare - A, B, C's & D
Are you getting ready to go on Medicare?   Do you know the difference between a Medigap supplement and an Advantage Plan?  Have you been on Medicare for several years and still struggle to make sense of all the options and choices every year?
 
Then come to our free informational seminarMedicare Made Clear” !
 
Presented by:    Leanne Cowles
                         Health Insurance Advisor
 
 
Dates:                Thursday, March 22 from 1:30 PM – 3:00 PM
 
                          Saturday, March 24 from 10:00 AM – 11:30 AM
 
 
Where:              A to Z Financial Planning LLC
                         7071 S. 13th Street, Suite 104
                         Oak Creek, WI (NW corner of 13th & Rawson, across from the Burger King )
 
Leanne is an independent broker who provides education and consultation on healthcare needs.  She has been working in the healthcare and insurance field for over 30 years, specializing in healthcare for seniors. 
 
In the seminar, Leanne will explain your Medicare choices, because Medicare isn’t “one size fits all”.  What works well for your neighbor might not be the best fit for you. This seminar will assist you in understanding the basics of Medicare, which can help you to choose wisely.  Begin by understanding:
-    Original Medicare - Part A & B
-    Whar is Medicare Supplement or a Medigap plan?  How do they work?
-    Medicare Part C or Medicare Advantage - What is type of plan and how does it differ from Parts A & B?
-    Prescription drug coverage or Part D of Medicare.  What is my allowance?  What is a donut hole? Can I get extra help?
 
Call us at 414-856-9800 to make reservations today, spots are filling up fast!  Handouts will be distributed at the seminar.  Refreshments served.  Bring a friend!

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Finances Before We Say "I Do"

Congratulations on your engagement!  It is important to plan for your wedding day, but even more important to plan for the years that follow. After you say "I Do", you will have created a finanacial partnership.  It is important to talk about your financial assets and liablilities. It will take time and effort to understand each other's views and goals about your finances.  Do you know if your fiancé is a spender or a saver?

Learn the Eight Financial Steps for Newlyweds which includes a spending and savings plan, understanding credit cards, why your FICO score is important, investing for the future and much more.

Speaker:    Laurie Aleksandrowicz
                      Financial Advisor
Dates:        Thursday, March 15, 2012
Time:         6:30 pm – 8:00 pm
Location:  Franklin High School Library
                  8222 S 51st Street
                  Franklin, WI  53132
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Finances Before We Say "I Do"

Congratulations on your engagement!  It is important to plan for your wedding day, but even more important to plan for the years that follow. After you say "I Do", you will have created a finanacial partnership.  It is important to talk about your financial assets and liablilities. It will take time and effort to understand each other's views and goals about your finances.  Do you know if your fiancé is a spender or a saver?

Learn the Eight Financial Steps for Newlyweds which includes a spending and savings plan, understanding credit cards, why your FICO score is important, investing for the future and much more.

Speaker:    Laurie Aleksandrowicz
                      Financial Advisor
Dates:        Wednesday, October 19, 2011
Time:         6:30 pm – 8:00 pm
Location:  Franklin High School Library
                  8222 S 51st St
                  Franklin, WI  53132

        

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Finances Before We Say "I Do"

Congratulations on your engagement!  It is important to plan for your wedding day, but even more important to plan for the years that follow. After you say "I Do", you will have created a finanacial partnership.  It is important to talk about your financial assets and liablilities. It will take time and effort to understand each other's views and goals about your finances.  Do you know if your fiancé is a spender or a saver?

Learn the Eight Financial Steps for Newlyweds which includes a spending and savings plan, understanding credit cards, why your FICO score is important, investing for the future and much more.

Speaker:    Laurie Aleksandrowicz
                      Financial Advisor
Dates:        Wednesday, June 15, 2011
Time:         6:30 pm – 8:00 pm
Location:  Franklin High School Library
                  8222 S 51st St
                  Franklin, WI  53132

        

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Long-Term Care, Who Cares?
 
We often wonder what the future holds for us.  Yet with so many conflicting priorities to address today, it is easy to put off thinking about and planning for our own future needs.  That is what this seminar is about; it will help you to better understand the many issues surrounding Long-Term Care and the potential impact on people’s financial security and quality of life.  If the need arises, how will you meet the financial challenges of Long-Term Care?
 
Everyone who attends will receive a free DVD “Who Cares? by Kiplinger Personal Finance, brought to you by John Hancock and a Long Term Care workbook.
 
 
Speaker:       Michael Smith, LUTCF
                     President, CPS Horizon Financial Group
 
Date:             Saturday, April 10, 2010

Time: 
           10:00am-11:30am

 
Location:      Associated Bank Building
                     Lower Level Conference Room
                     4811 S 76th Street
                     Greenfield WI 53220
 
 
RSVP:  call 414-282-7568 or e-mail:  admin@a2zplanning.com
 
Bring a Friend.  If you know of anyone who would benefit from this seminar – please pass this information along to them or bring them with you. 

There is no charge for attendance at this seminar, which is being sponsored by Laurie Aleksandrowicz, A to Z Financial Planning LLC.  Laurie has been named a Five Star Wealth Manager for 2010 by Milwaukee Magazine.


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Convert an IRA to Roth

- the new 2010 Roth rollover rules explained

Are you eligible to convert your traditional IRA to a Roth IRA?  Learn the pros and cons about an IRA conversion to a Roth IRA and the special opportunity that applies only to conversions made in 2010.  You can be retired and still convert a traditional IRA to a Roth (you need earned income to contribute to an IRA).  Bring your questions about your 401(k), Simple IRA or other retirement plan accounts and learn some of the basic strategies.

Speaker:   Laurie Aleksandrowicz
                     Financial Advisor
Dates:       Thursday, January 21, 2010 or
                 Tuesday, March 23, 2010
Time:        6:30 pm – 8:00 pm
Location:  Franklin High School Library
                 8222 S 51st St
                 Franklin, WI  53132


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Finances Before We Say “I Do”

Congratulations on your engagement!  It is important to plan for your wedding day, but even more important to plan for the years that follow.  After you say “I Do”, you will have created a financial partnership.  It is important to talk about your financial assets and liabilities.   It will take time and effort to understand each other’s views and goals about your finances.  Do you know if your fiancé is a spender or a saver? 

Learn the 8 Financial Steps for Newlyweds which includes a spending and savings plan, understanding credit cards, why  your FICO score is important, investing for the future and much more. 



Speaker:      Laurie Aleksandrowicz
                   Financial Advisor

Date:          Thursday, February 25, 2010


Time:
          6:30 – 8:00 pm


Location:    Franklin High School Library

                   8222 S 51st St
                   Franklin, WI  53132


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10 Types of Housing & Care for Seniors

 

Did you know there are over 330 senior care and housing communities in the Metropolitan Milwaukee area…offering different types of retirement or assisted living?  So how long would it take to work through this maze…learn about the differences between the communities, locations, costs, services and then also take a virtual tour of any community…months, weeks, days? Actually, all this can now be done in minutes with a state of the art program called Senior Referrals…a service provided cost free to senior adults.

It has been said that “knowledge is power”.  If you have a senior in your life, this is an opportunity for both of you to get answers to your questions before you are in a situation where time and your choices are limited.  This can lead to not receiving the level of care needed and paying more because you did not plan ahead.  Instead of researching the yellow pages and then spending weeks or days driving around to view what is available, take a few minutes now to get your questions answered.

 
Speaker:    Vicki Henning, Director, Client Relations
                  Senior Referrals

 
Date:          Saturday, February 20, 2010

Time:          10:00am-11:30am
 
Location:    Associated Bank Building
                   Lower Level Conference Room
                   4811 S 76th Street
                   Greenfield WI 53220

RSVP:  call 414-282-7568 or e-mail:  admin@a2zplanning.com

Bring a Friend.  If you know of anyone who would benefit from this seminar – please pass this information along to them or bring them with you.
 
There is no charge for attendance at this seminar, which is being sponsored by Laurie Aleksandrowicz,
A to Z Financial Planning LLC.

 
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Retirement Planning

It’s Not Just About Money

While many pre-retirees plan and calculate their financial resources to ensure an adequate nest egg to fund their retirement, almost none invest time and energy planning the nonfinancial aspects.  This interactive workshop, for those contemplating retirement, examines eight key elements that ensure that your retirement decision is not only financially viable, but emotionally and personally satisfying as well. You’ll explore such questions as “How will I spend my time when I’m no longer working full-time?”  How will my family and social relationships change?”  “What is my attitude toward the transition to retirement?” 



Speaker:       Theresa Bellone
                          Retirement Lifestyle Consultant

Date:             Saturday, January 23, 2010


Time:
            10:00am-11:30am


Location:      Associated Bank Building

                     Lower Level Conference Room
                     4811 S 76th Street
                     Greenfield WI 53220

Biographical Information for Theresa Bellone
AgeWorks

Theresa Bellone is a retirement lifestyle consultant specializing in assisting persons with planning for retirement.  The National Council on Aging has trained Theresa to present retirement planning workshops which focus on non-financial issues surrounding the decision to retire such as the importance of planning, the wise use of time, relationships, leisure activities and housing.  She has over 25 years of experience working in the aging field working both directly with retired adults in a community center setting as well as with providers of services to older adults.

Previously she was the director of the Center on Aging at UW-Milwaukee where she provided cutting-edge courses, workshops and conferences for multi-disciplinary professionals working in the field of aging.  Her undergraduate degree is in Recreation Management and
her master’s (MS) is in Administrative Leadership – Adult Education She had previously been very involved with an interagency group (The Mature Worker Committee of Greater Milwaukee) dedicated to the needs of older workers in Southeastern WI.


RSVP:  call 414-282-7568 or e-mail:  admin@a2zplanning.com

Bring a Friend.  If you know of anyone who would benefit from this seminar – please pass this information along to them or bring them with you.
 
There is no charge for attendance at this seminar, which is being sponsored by Laurie Aleksandrowicz,
A to Z Financial Planning LLC.


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