We offer a few types of events for those looking to learn more:
Dinner and Financial Education
Do you have a plan to keep your retirement on track? Join us for a gourmet dinner and get professional insight on how to help gain financial clarity and added confidence in retirement.
Retirement Readiness Workshop
This personal financial course, designed for those in the early stages of retirement or soon to retire, addresses common concerns such as income planning, Social Security maximization, inflation and tax-efficient strategies.
Financial Educational Workshops.
Our Financial Educational Workshops are hosted at a local educational venue (library, college, etc.) to keep pre-retirees and retirees informed on important financial topics that might affect them. Financial guidance and instruction leads to living a more Confident Retirement Life
Attend one of our events to feel more confident and better prepared for the days ahead.
Dinner and Financial Education
Events coming soon!
Client Events
Events coming soon!
Community Events
Events coming soon!
Meet With Us One-on-One
If you’d rather set up a complimentary, one-on-one visit now, we’re always ready to talk. Get started today.