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.

October 15
Dinner Seminar
6:00 pm | J. Gilbert’s Wood-Fired Steaks & Seafood
October 17
Dinner Seminar
6:00 pm | J. Gilbert’s Wood-Fired Steaks & Seafood
October 22
Dinner Seminar
6:00 pm | Firebirds Wood Fired Grill
October 24
Dinner Seminar
6:00 pm | Firebirds Wood Fired Grill
November 5
Dinner Seminar
6:00 pm | YaYa’s Euro Bistro
November 7
Dinner Seminar
6:00 pm | YaYa’s Euro Bistro
November 12
Dinner Seminar
6:00 pm | Pearl Tavern
November 14
Dinner Seminar
6:00 pm | Pearl Tavern
December 3
Dinner Seminar
6:00 pm | Summit Grill – Gladstone
December 5
Dinner Seminar
6:00 pm | Summit Grill – Gladstone

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