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:
January 24, 2025
Taxes in Retirement Educational Class
6:30 pm | Foltz Center
January 30, 2025
What the New Administration Means for Your Money
6:30 pm | Bender’s Tavern
February 6, 2025
Estate Planning & Taxes in Retirement Educational Class
6:30 pm | Connection Conference & Event Center
February 13, 2025
What the New Administration Means for Your Money
6:30 pm | Lucia’s Steakhouse
February 18, 2025
What the New Administration Means for Your Money
6:30 pm | Lucia’s Steakhouse
March 11, 2025
Taxes in Retirement Educational Class
6:30 pm | Exploration Gateway
March 13, 2025
What the New Administration Means for Your Money
6:30 pm | Gridiron Gastropub
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.
