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.

March 28
Dinner Seminar at Sullivan’s Steakhouse
6:00 pm | Sullivan’s Steakhouse
March 30
Dinner Seminar at Sullivan’s Steakhouse
6:00 pm | Sullivan’s Steakhouse
April 4
Dinner Seminar at Piropo’s
6:00 pm | Piropos Restaurant – Briarcliff
April 6
Dinner Seminar at Piropo’s
6:00 pm | Piropos Restaurant – Briarcliff
April 18
Dinner Seminar at YaYa’s Euro Bistro
6:00 pm | YaYa’s Euro Bistro
April 20
Dinner Seminar at YaYa’s Euro Bistro
6:00 pm | YaYa’s Euro Bistro
April 25
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern
April 26
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern

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