EVENTS – Duell Financial Strategies

Upcoming
Events

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Fox Valley Technical College – DJ Bordini Center

5 N Systems Drive, Appleton, WI 54914

October 14th & 21st, 6pm
Retirement U – 2 Part Class – Luke Van Abel

October 28th, 6pm
Retirement U – 1 Night Class – Lake La Chapelle

October 28th, 11am
Medicare 101 Workshop – Lake La Chapelle

Northeast Wisconsin Technical College
Corporate Conference Center

2740 W Mason Street, Green Bay, WI 54307

SEPTEMBER 2025 EVENTS

September 2nd, 6pm
Taxes In Retirement Masterclass – Sam Duell

September 9th & 16th, 6pm
Retirement U – 2 Part Class – Luke Van Abel

September 23rd, 6pm
Retirement U – 1 Night Class – Lake La Chapelle

September 23rd, 11am
Medicare 101 Workshop – Lake La Chapelle

DECEMBER 2025 EVENTS

December 2nd, 6pm
Taxes In Retirement Masterclass – Sam Duell

December 9th & 16th, 6pm
Retirement U – 2 Part Class – Luke Van Abel

No webinars currently scheduled. Check back again soon.

Join Luke and Jeff as they discuss travel in the post Covid world. Jeff is a local travel agent having served this area for the past eight years. Jeff will discuss how travel has changed and what you can expect if you are traveling in this post Covid environment.

Registration Link: https://us06web.zoom.us/j/83192585277?pwd=eThqU0NER2tWNGZSNVZDOEhzNXRldz09

October 27th 11am CST – Social Security

Join Luke and Sam as we welcome a Social Security expert to explain some of the different strategies you have available in electing to receive SS benefits. When should I turn on my benefits? How do I maximize my benefits? We will answer these questions and more.

Registration Link: https://us06web.zoom.us/j/86032164780?pwd=b2UwSUlXUmtCV0RJQ3phVVpJNmxMdz09

Enter the passcode below when prompted:

ORP$5s1a

Duell Financial Strategies’ Business Continuity Planning Duell Financial Strategies has developed a Disaster Recovery/Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

Contacting Us – If after a significant business disruption, you cannot contact us as you usually do at (920) 832-3720, you should go to our website at www.duellstrategies.com.

Our Business Continuity Plan – We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

Our business continuity plan addresses: data backup and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.

Varying Disruptions – Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within a two (2) hour time period. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within a 24 hour time period. In either situation, we plan to continue in business, transfer operations to our clearing firm if necessary, and notify you through our website www.duellstrategies.com on how to contact us. If the significant business disruption is so severe that it prevents us from remaining in business, we will assure our customer’s prompt access to their funds and securities.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

For more information – If you have questions about our business continuity planning, you can contact us (920) 832-3720.

Now Offering Virtual Meetings

We care about our community and we know how important your finances are to you. We are now offering virtual appointments to help answer your important questions.

Whats Your Risk Number?

Whats Your Risk Number?

What's Your Risk Number?

Now Offering Virtual Meetings

Schedule Your Virtual Appointment Today!