Latest Past Events

Medicare and You

Join us on October 4, 2023, to learn about Medicare and what it means for you. In this webinar presenter, Josh Kinzel, will cover the basics of what Medicare is and why it’s needed. Josh will also cover what the benefits of Medicare look like for seniors. Josh Kinzel has been a benefit advisor for sixteen years, specializing in helping seniors find the best Medicare health plan for their retirement. Often an overwhelming task, Josh aims to simplify choosing your Medicare plan with robust institutional knowledge and a warm personal touch. Your health in retirement is important. Don’t miss out

Elm Grove Memorial Day Parade 2023 Open House

Vantage Financial Partners 13230 Watertown Plank Road, Elm Grove

Vantage Financial will open its doors for the 75th Annual Elm Grove Memorial Day Parade! Parade begins at 10:30 am in the Village Park. Vantage will open at 10 am for clients and friends to join us for this Elm Grove tradition. We have a great spot on the parade route to watch all the festivities. Stop by to say hello and enjoy light refreshments.

The 2023 Housing Market

Join us on May 9th, 2023 for this free virtual workshop on the housing market presented by Julee Felsman. Are you looking to buy or sell a home? Wondering if you should refinance? Maybe you're looking to invest in real estate, or maybe you just want to know what's going on with the housing market. Let Julee help you get a beat on the current market and what it means for you! Presenter Julee Felsman is the Senior Vice President of lending for Guaranteed Rate. Julee has worked in real estate lending since 1997 and enjoys helping individuals understand the