Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars 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 seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events:

December 14
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
December 16
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
January 12, 2022
Retirement Seminar
6:00 pm | Ruth’s Chris Steak House Restaurant
January 13, 2022
Retirement Seminar
6:00 pm | Ruth’s Chris Steak House Restaurant
January 18, 2022
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
January 20, 2022
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
February 8, 2022
Retirement Seminar
6:00 pm | Webster’s Prime
February 10, 2022
Retirement Seminar
6:00 pm | Webster’s Prime
February 22, 2022
Retirement Seminar
6:00 pm | Ruth’s Chris Steak House Restaurant
February 24, 2022
Retirement Seminar
6:00 pm | Ruth’s Chris Steak House Restaurant
December 14
Retirement Seminar
6:00 pm | BLVD
December 16
Retirement Seminar
6:00 pm | BLVD

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 616.622.4654.