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In-Person Events

Our events offer engaging, educational experiences designed to help you feel more confident about your financial future. From expert-led discussions to community events, each session provides practical insights and an opportunity to learn, connect, and ask questions.

Upcoming Events

Past Events

  • Retirement Preparation Series
    Retirement Preparation Series
    Thurs, Aug 27
    for retirement
    Thurs, Aug 27
    for retirement
    Church Mutual Retirement Exclusive Webinar Series
  • Cristo Rey Memorial Golf Outing
    Cristo Rey Memorial Golf Outing
    Wed, Aug 26
    Ironwood
    Aug 26, 2026, 9:30 AM – 6:00 PM
    Ironwood, W270N 6166 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.
  • 21st Annual Retirement Plan Seminar
    21st Annual Retirement Plan Seminar
    Wed, Jun 17
    Brookfield Conference Center
    Jun 17, 2026, 7:45 AM – 12:15 PM
    Brookfield Conference Center, 325 S Moorland Rd, Brookfield, WI 53005, USA
    Earn free continuing education credits and learn from industry leaders.
  • 2026 Pillar of the Community Award Luncheon
    2026 Pillar of the Community Award Luncheon
    Tue, Jun 02
    River Club of Mequon
    Jun 02, 2026, 11:30 AM – 2:30 PM
    River Club of Mequon, 12400 N Ville Du Parc Mequon, WI 53092
    The Mequon-Thiensville Community Foundation (MTCF) is proud to announce that Jim Marshall, Chairman-Founder of Spectrum Investment Advisors, has been selected as the 2026 Pillar of the Community Award recipient.
  • How to Not Ruin Your Kids with Money | Lunch Session
    How to Not Ruin Your Kids with Money | Lunch Session
    Wed, May 27
    Spectrum Investment Advisors
    May 27, 2026, 12:00 PM – 1:30 PM
    Spectrum Investment Advisors , 6329 W Mequon Rd, Mequon, WI 53092, USA
    Explore the essential strategies of estate planning to help you secure your financial future and build a legacy.
  • How to Not Ruin Your Kids with Money | Brunch Session
    How to Not Ruin Your Kids with Money | Brunch Session
    Wed, May 27
    Spectrum Investment Advisors
    May 27, 2026, 9:30 AM – 11:00 AM
    Spectrum Investment Advisors , 6329 W Mequon Rd, Mequon, WI 53092, USA
    Explore the essential strategies of estate planning to help you secure your financial future and build a legacy.
  • Pickleball Social
    Pickleball Social
    Wed, Apr 29
    Pickleball Kingdom
    Apr 29, 2026, 1:00 PM – 4:00 PM
    Pickleball Kingdom, N58W14900 Shawn Cir, Menomonee Falls, WI 53051, USA
    Spectrum Investment Advisors invites you to join us for an afternoon of pickleball fun! Don’t miss the chance to get active, enjoy plenty of laughs, and experience the excitement of America’s fastest-growing sport.
  • Appreciation Celebration
    Appreciation Celebration
    Wed, Feb 18
    Milwaukee
    Feb 18, 2026, 4:00 PM – 7:00 PM
    Milwaukee, 900 W Wisconsin Ave, Milwaukee, WI 53233, USA
    Spectrum Investment Advisors would like to invite you for an evening to express our gratitude. We are thankful for the relationships and partnerships that have helped our business grow.
  • 2026 Market & Economic Outlook | Lunch Session
    2026 Market & Economic Outlook | Lunch Session
    Tue, Jan 20
    Spectrum Investment Advisors
    Jan 20, 2026, 12:00 PM – 1:30 PM
    Spectrum Investment Advisors , 6329 W Mequon Rd, Mequon, WI 53092, USA
    Join us for a lunch and learn session at our first Coffee House of 2026.
  • 2026 Market & Economic Outlook
    2026 Market & Economic Outlook
    Tue, Jan 20
    Spectrum Investment Advisors
    Jan 20, 2026, 9:30 AM – 1:30 PM
    Spectrum Investment Advisors , 6329 W Mequon Rd, Mequon, WI 53092, USA
    Join us for a brunch OR lunch and learn session.
  • Coffee House (Brunch)
    Coffee House (Brunch)
    Thu, Oct 16
    Spectrum Investment Advisors
    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.
  • Open House | 30 Year Celebration
    Open House | 30 Year Celebration
    Thu, Oct 02
    Mequon
    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.
  • Cristo Rey Memorial Golf Outing
    Cristo Rey Memorial Golf Outing
    Wed, Aug 27
    Ironwood
    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.
  • 20th Annual Retirement Plan Seminar
    20th Annual Retirement Plan Seminar
    Wed, Jun 18
    Brookfield Conference Center
    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.
  • Tax Planning in a Changing Economy (Lunch)
    Tax Planning in a Changing Economy (Lunch)
    Thu, May 08
    Spectrum Investment Advisors
    May 08, 2025, 12:00 PM – 1:30 PM
    Spectrum Investment Advisors , 6329 W Mequon Rd, Mequon, WI 53092, USA
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