Discover the Difference

Whether you are looking for information and assistance with one or all directions of retirement, Expedition Retirement has insights on the following:

  • Uncover the benefits of income sequencing in retirement
  • Navigate through Social Security
  • Identify safe and risk based asset basics and strategies
  • Untangle the confusing and overwhelming world of Medicare
  • Understand common misconceptions in what happens to your estate after death


Retirement, Simplified.

Dinner Events
Retirement, Simplified. dinner events focus on four elementsĀ of retirement: Social Security & Retirement Income, Safe Asset Strategies, Medicare, and Final Stages. These are larger group events and are held quarterly at local restaurants.

Navigate through Retirement

Roundtable Events
Whether you are years from retirement, close to retirement, or already retired, Navigate through Retirement will provide you with information that may be used to make wise and informed decisions in retirement. These events focus on the same four elements as our Dinner Events in a more informal, small group setting while allowing time for more specific questions and conversation.

The Retirement Classroom

Library Classes
The Retirement Classroom provides objective education in communities throughout Wisconsin. Expedition Retirement is pleased to team up with The Retirement Classroom to present the following classes: Strategies for Social Security and Retirement Income, Getting to Know Medicare, and Planning for Nursing Care and Final Expenses.

Employer Sponsored

Expedition Retirement is pleased to be able to offer any of our seminar types at employer sponsored events. We can also customize a presentation to meet the needs of employers, such as lunch and learns.