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    Walker World Trade

    5.0 (1 review)

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    Enlighten 567 - Taxes in Retirement

    Enlighten 567

    (4 reviews)

    Downtown Birmingham

    My name is Jeanette. I attended a Taxes in Retirement 567 presentation in Middleton, WI in August…read more2026. I do not recommend providing any information to this organization by signing up for or attending any of their presentations. I did not use the link in the email they sent asking for a review, because that link allows others to change the writer's words. It shows a warning stating that. I am pretty sure the company is altering submitted reviews. It was worthless to me and the majority of attendees. It appeared that 2 or 3 people there could actually make sense of what was said and interacted with the speaker. However, they could have been "plants" just to make it seem that someone was getting something out of it. The speaker spoke continuously and way too fast. The majority of people in attendance just shook their heads and walked away in disbelief. I have a suspicion it was just a way to gather information to use or to sell for other marketing purposes. I would give zero stars if I could.

    Evidently this is a marketing network that sells opportunities to local financial people. Many who…read moredo the seminars are not securities licensed...they are insurance salespeople. Why libraries and Chambers of Commerce allow these seminars in their locations and subliminally legitimize them is beyond me. These people are not accountants and do not have the licensing, education, or ability to discuss taxes. Don't waste your time. It's very close to fraudulent.

    Arlo Performance - Fractional CFO

    Arlo Performance

    (1 review)

    Arlo Performance - Tom Allison (Fractional CFO Services)…read more Working with Tom Alison and the team at Arlo Performance has been one of the best decisions we've made for our business. Tom provides exceptional Fractional CFO services, bringing clarity, structure, and forward looking financial strategy to our companies. His expertise in financial planning, cash flow management, forecasting, and profitability improvement has been invaluable. Tom's support with our QuickBooks setup, optimization, and ongoing financial reporting made a significant difference in our day-to-day operations. Even more impressive was his leadership in guiding our transition from QuickBooks to Odoo. This migration is something many companies struggle with, but Tom made it seamless. His knowledge of ERP implementation, system workflows, and financial integrations ensured we were fully prepared and properly configured from day one. The transition has already improved accuracy, visibility, and operational efficiency across our business. What truly sets Tom apart is his proactive and strategic approach. He doesn't just present numbers, he interprets them, identifies opportunities, flags risks early, and builds strong financial processes that support growth. He is dependable, responsive, and fully invested in his clients' success with great communications throughout the process. If you're searching for a Fractional CFO, outsourced CFO services, or expert support for QuickBooks, Xero, Odoo implementation, budgeting, financial strategy or just good accurate book keeping, I highly recommend Tom and the team at Arlo Performance. Tom brings big company financial expertise with the agility and personal attention that growing businesses need. Arlo Performance has been a game changer for us, and Tom has been an outstanding partner in helping our companies scale with confidence.

    From the owner: At Arlo Performance, bookkeeping isn’t back-office — it’s your growth engine…read more We help ambitious businesses break through the $10M ceiling with forward-thinking financial clarity, scalable systems, and real-time insights. Our mission is to transform traditional bookkeeping into a strategic advantage — giving founders the confidence and control to scale without limits. Whether you’re building toward a big raise, prepping for M&A, or just tired of messy numbers holding you back — we’re the financial force behind your next leap.

    Student Advocacy Michigan

    Student Advocacy Michigan

    (1 review)

    Maria was a life saver! Some back-story, I was at my wits…read moreend dealing with the middle school when my son started having severe behavioral issues after entering the 6th grade. It got so bad I was receiving 3-4 calls/emails almost every day- disrupting my work and my peace. IEP meetings were occurring but ultimately ineffective and nothing seemed to be improving. He was not getting an education and the school did not want him there or wanted to seclude him for disruptive behaviors. After Maria got involved, she came to me with a specific plan of what we needed to target for IEP changes. She was involved for several meetings and ultimately helped me get my son placed in a therapeutic school. Not an alternative school but an actual private therapy school and the school district paid. He is now in the 7th grade, almost a full year-in and thriving. She was truly a blessing for me and my son!

    From the owner: Student Advocates represent the best interests of a child with a disability in the public school…read moresetting. They ensure that their educational rights are being met including their right to FAPE (a Free and Public Education). If a child with a disability is not making meaningful educational progress, they can assist by collaborating with parents and the school district to better the situation for that child. While an advocate is not a lawyer and cannot provide legal advice, their expertise and knowledge surrounding the civil rights and educational rights of children guided by the state and federal laws can be invaluable to a parent that does not have that background. Navigating this complex process is very overwhelming and intimidating to most. The average person may not be skilled and knowledgeable enough to obtain the optimal outcomes best suited for their child. I have personally walked this road with my own child for years now. I learned the hard way trying to do this on my own. Looking back now I wish I had sought help with student advocacy early on. I advocate for all children needing accommodations or special educational services at school. All children deserve to learn and thrive to the best of their abilities regardless of their disability or learning differences. Parents should feel confident that the school district and staff collaborates productively with them in developing a 504 Plan or IEP specific to their child's needs and situation.

    Walker World Trade - professional - Updated August 2026

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