In addition to financial planning, we host special events for our clients throughout the year. Below is a glimpse of some of the fun opportunities that our clients have gotten to experience over the years.
Clients sampling wines at our 2024 Ambassador Club Wine Tasting event.
Santa took some time out of his schedule to greet our clients at our 2023 Swing By For A Pie event.
Mallards’ mascot “Maynard” greeting some of our clients for a day of fun at the 2023 Madison Mallards Client Appreciation event.
Clients enjoying the beautiful weather at our 2022 Madison Mallards Baseball Client Appreciation event.
Santa brought over 150 pies to our clients at our 2021 Swing By For A Pie event!
Your Retirement Income Planning llc team getting ready to hand out pies, flowers, and jam to our clients at our “Swing By For A Pie” event in 2020
Our clients enjoying the 6th Annual Retirement Income Planning llc Holiday Brunch at the Maple Bluff Country Club in 2019
Our clients and their guests enjoying the Madison Maennerchor at The Great Dane Pub & Brewing Co. Eastside during our Oktoberfest Referral & Introduction event.
Our Ambassador Club members enjoying a Sunday brunch aboard the Betty Lou on Lake Mendota!
Retirement Income Planning clients watching Mallards baseball on a beautiful Sunday afternoon at the ballpark in 2019!
Mallards 2018
Ambassador Club members at the 2018 Madison Mallards baseball game.
Len and Jerrianne Meske with Joel Randa, a former professional baseball player who played 12 years in the MLB for teams including the Royals, Tigers, Padres, and Reds at our 2018 Ambassador Club Event.
Tom Hegna
Mark Farnan with nationally recognized retirement expert, Tom Hegna, receiving a copy of Tom's book "Don't Worry, Retire Happy!"

Attend an upcoming
Client Event