Past Events

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  Thu, Oct 16

  Coffee House (Brunch) / 

  Spectrum Investment Advisors

  Details

  Oct 16, 2025, 9:30 AM – 11:00 AM

  Spectrum Investment Advisors , 6329 W Mequon Rd, Mequon, WI 53092, USA

  Join us for an inspiring event centered on charitable giving and featuring a review of the ‘One Big Beautiful Bill Act’ to help you align your generosity with new tax planning opportunities.
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  Thu, Oct 02

  Open House | 30 Year Celebration  / 

  Mequon

  Details

  Oct 02, 2025, 4:00 PM – 7:00 PM

  Mequon, 6329 W Mequon Rd, Mequon, WI 53092, USA

  Join us as we celebrate three decades of trust, growth, and gratitude! It’s our way of saying thank you—for being part of the journey.
• 

  
  Wed, Aug 27

  Cristo Rey Memorial Golf Outing / 

  Ironwood

  Details

  Aug 27, 2025, 9:30 AM – 5:00 PM

  Ironwood, W270N6166 Moraine Dr #3332, Sussex, WI 53089, USA

  In memory of our friend, Rick Danning, Spectrum Investment Advisors, and MetalTek International are proud to sponsor this charity golf outing.
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  Wed, Jun 18

  20th Annual Retirement Plan Seminar / 

  Brookfield Conference Center

  Details

  Jun 18, 2025, 8:15 AM – 12:30 PM

  Brookfield Conference Center, 325 S Moorland Rd, Brookfield, WI 53005, USA

  Earn free continuing education credits and learn from industry leaders.
• 

  
  Thu, May 08

  Tax Planning in a Changing Economy (Lunch) / 

  Spectrum Investment Advisors

  Details

  May 08, 2025, 12:00 PM – 1:30 PM

  Spectrum Investment Advisors , 6329 W Mequon Rd, Mequon, WI 53092, USA
• 

  
  Wed, Jan 29

  2025 Market & Economic Outlook | Brunch Session / 

  Spectrum’s Coffee House

  Details

  Jan 29, 2025, 9:30 AM – 11:00 AM

  Spectrum’s Coffee House , 6329 W Mequon Rd, Mequon, WI 53092, USA

  Join us for a brunch and learn session.
• 

  
  Wed, Jun 19

  19th Annual Retirement Plan Investment Seminar / 

  Brookfield

  Details

  Jun 19, 2024, 8:15 AM – 12:15 PM

  Brookfield, 325 S Moorland Rd, Brookfield, WI 53005, USA

  Join us for the 19th Annual Retirement Plan Investment Seminar. Earn 4 hours continuing education credits during this half-day seminar.