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Lunch + Learn: Get On Track for Retirement

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Hudson Business + Lounge

310 East Buffalo Street

Milwaukee, WI 53202

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Get On Track for Retirement

Join Baird Financial Advisors Greg Sommersberger and Andrea Jorgensen of The Sommersberger Group for a seminar to learn the impactful steps to take now as entrepreneurs and young professionals to set yourself up for financial success through all of the important financial decisions you will need to make throughout your career and retirement.


Greg Sommersberger, QPFC, Managing Director, Senior Investment Consultant, has worked as an investment professional for 17 years. In 2018. Greg was recognized by On Wall Street as the #5 Top Regional Advisor Under 40 and ranked #39 on the FORBES America’s Top Next-Gen Wealth Advisors list, #1 in the state of Wisconsin.


Andrea Jorgensen, Financial Advisor, has 6 years of experience in the financial services industry, beginning her career with Baird’s Institutional Equities department prior to transitioning to Private Wealth in 2015.

Complimentary lunch will be served

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Date and Time

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Hudson Business + Lounge

310 East Buffalo Street

Milwaukee, WI 53202

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