EVENTS – Duell Financial Strategies

Upcoming
Events

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Retirement U 2 Part Class

Tuesday December 15th, 2026

6:00 pm

2740 W Mason St,

Green Bay

54303

4141

Retirement U 2 Part Class

Tuesday December 8th, 2026

6:00 pm

2740 W Mason St,

Green Bay

54303

4140

Retirement U

Tuesday December 1st, 2026

6:00 pm

2740 W Mason St,

Green Bay

54303

4139

Retirement U

Tuesday October 27th, 2026

11:00 am

1825 N Bluemound Dr,

Appleton

54914

This event is in Room BC143

4138

Retirement U

Tuesday October 27th, 2026

6:00 pm

1825 N Bluemound Dr,

Appleton

54914

This event is in Room BC143

4137

Retirement U 2 part class

Tuesday October 20th, 2026

6:00 pm

1825 N Bluemound Dr,

Appleton

54914

4136

Retirement U 2 part class

Tuesday October 6th, 2026

6:00 pm

1825 N Bluemound Dr, , WI

Appleton

54914

4135

Retirement U

Tuesday October 6th, 2026

6:00 pm

1825 N Bluemound Dr,

Appleton

54914

Room BC143

4134

Retirement U

Tuesday September 22nd, 2026

6:00 pm

2740 W Mason St,

Green Bay

54303

4133

Retirement U 2 part class

Tuesday September 22nd 2026

6:00 pm

2740 W Mason St,

Green Bay

54303

4132

Retirement U 2 part class

Tuesday September 15th, 2026

6:00 pm

2740 W Mason St,

Green Bay

54303

4131

Retirement U 2 part class

Tuesday September 8th, 2026

6:00 pm

2740 W Mason St,

Green Bay

54303

4130

Retirement U

Tuesday September 1st, 2026

6:00 pm

2740 W Mason St,

Green Bay

54303

4129

Retirement U

Tuesday August 25th, 2026

11:00 am

1825 N Bluemound Dr,

Appleton

54914

Room BC143

4125

Retirement U 2 Part Class

Tuesday August 25th, 2026

6:00 PM

1825 N Bluemound Dr,

Appleton

54914

Room BC14

4124

Retirement U 2 Part Class

Tuesday August 18th, 2026

6:00 PM

1825 N Bluemound Dr,

Appleton

54914

Room BC14

4122

Retirement U

Tuesday August 11th, 2026

6:00 PM

1825 N Bluemound Dr,

Appleton

54914

Room BC143

4119

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?

What's Your Risk Number?

Retirement U 2 Part Class

Retirement U 2 Part Class

Retirement U

Retirement U

Retirement U

Retirement U 2 part class

Retirement U 2 part class

Retirement U

Retirement U

Retirement U 2 part class

Retirement U 2 part class

Retirement U 2 part class

Retirement U

Retirement U

Retirement U 2 Part Class

Retirement U 2 Part Class

Retirement U

Now Offering Virtual Meetings

Schedule Your Virtual Appointment Today!

Whats Your Risk Number?

Retirement U 2 Part Class

Retirement U 2 Part Class

Retirement U

Retirement U

Retirement U

Retirement U 2 part class

Retirement U 2 part class

Retirement U

Retirement U

Retirement U 2 part class

Retirement U 2 part class

Retirement U 2 part class

Retirement U

Retirement U

Retirement U 2 Part Class

Retirement U 2 Part Class

Retirement U

Register for Event

Now Offering Virtual Meetings

Schedule Your Virtual Appointment Today!