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 9, 2025
Tax Seminar
11:00 am | Mid Continent Public Library – Colbern Road
January 22, 2025
Dinner Seminar
6:00 pm | Piropos Restaurant – Briarcliff
January 23, 2025
Dinner Seminar
6:00 pm | Piropos Restaurant – Briarcliff
February 4, 2025
Dinner Seminar
6:00 pm | Bristol
February 6, 2025
Dinner Seminar
6:00 pm | Bristol
February 18, 2025
Dinner Seminar
6:00 pm | J Gilberts Wood-Fired Steaks & Seafood
February 20, 2025
Dinner Seminar
6:00 pm | J Gilberts Wood-Fired Steaks & Seafood
Rather meet One-on-one?
Schedule a complimentary visit with one of our team to create your financial strategy today.