Take the first step toward reaching your financial goals


Get the information that can help you live a confident retirement.

Attend a Complimentary 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 complimentary events to learn how addressing these concerns can help you feel more confident about the days ahead.

 

UPCOMING COMPLIMENTARY EVENTS:

January 28
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern
January 30
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern
February 18
Dinner Seminar at Jasper’s Italian Restaurant
6:00 pm | Jasper’s Italian Restaurant
February 20
Dinner Seminar at Jasper’s Italian Restaurant
6:00 pm | Jasper’s Italian Restaurant
February 25
Dinner Seminar at Porto Do Sul
6:00 pm | Porto Do Sul
February 25
Dinner Seminar at McCormick & Schmick
6:00 pm | McCormick & Schmick
February 27
Dinner Seminar at Porto Do Sul
6:00 pm | Porto Do Sul
February 27
Dinner Seminar at McCormick & Schmick
6:00 pm | McCormick & Schmick

Rather meet One-on-one?

Schedule a complimentary visit with one of our team to create your financial strategy today.

Or give us a call at 913.685.9422