Attend an Event
Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Events:
April 3
Estate Planning & Taxes in Retirement Educational Class
6:30 pm | Walsh University – Barrette Business Center
May 1
Are You Risking Your Retirement?
6:30 pm | The Gateway Event and Conference Center
May 13
Are You Risking Your Retirement?
6:30 pm | Whetstone Center
Ready to take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend an event.
