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.
January 22
Dinner Seminar
6:00 pm | Piropos Restaurant – Briarcliff
January 23
Dinner Seminar
6:00 pm | Piropos Restaurant – Briarcliff
February 4
Dinner Seminar
6:00 pm | Bristol
February 6
Knights in the Know – Important Dates & Tax Planning
11:00 am | TBD
February 6
Dinner Seminar
6:00 pm | Bristol
February 11
Dinner Seminar
6:00 pm | Firebirds Wood Fired Grill
February 13
Dinner Seminar
6:00 pm | Firebirds Wood Fired Grill
February 18
Dinner Seminar
6:00 pm | J Gilberts Wood-Fired Steaks & Seafood
February 20
Dinner Seminar
6:00 pm | J Gilberts Wood-Fired Steaks & Seafood
May 9
Knights in the Know – Cyber Security & Shred Event
12:00 pm | TBD
Rather meet One-on-one?
Schedule a complimentary visit with one of our team to create your financial strategy today.