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:

April 13
Retirement Seminar
6:00 pm | Ruth’s Chris Steak House Restaurant
April 15
Retirement Seminar
6:00 pm | Ruth’s Chris Steak House Restaurant
April 27
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
April 28
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
May 11
Retirement Seminar
6:00 pm | Radisson Plaza Hotel & Suites
May 13
Retirement Seminar
6:00 pm | Radisson Plaza Hotel & Suites
May 25
Retirement Seminar
6:00 pm | Ruth’s Chris Steak House Restaurant
May 27
Retirement Seminar
6:00 pm | Ruth’s Chris Steak House Restaurant
June 15
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
June 17
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant

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.