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:

September 7
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
September 9
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
September 21
Retirement Seminar
6:00 pm | Websters Prime
September 23
Retirement Seminar
6:00 pm | Websters Prime
October 5
Retirement Seminar
6:00 pm | Ruth’s Chris Steak House Restaurant
October 7
Retirement Seminar
6:00 pm | Ruth’s Chris Steak House Restaurant
October 19
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
October 21
Retirement Seminar
6:00 pm | Boatwerks Waterfront Restaurant
November 9
Retirement Seminar
6:00 pm | Websters Prime
November 10
Retirement Seminar
6:00 pm | Websters Prime

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.