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:
October 8
Retiring in an Election Year
6:30 pm | The Nook
October 15
Social Security Educational Class
6:30 pm | TBD
October 22
Retiring in an Election Year
6:30 pm | TBD
October 24
Retiring in an Election Year
6:30 pm | TBD
November 7
Retiring in an Election Year
6:30 pm | Don Shula’s
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.
