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 ways 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:
February 25
Seminar
6:00 pm | Glen Rock Inn
February 27
Seminar
6:00 pm | Glen Rock Inn
March 18
Seminar
6:00 pm | South County Brewing Co.
March 20
Seminar
6:00 pm | South County Brewing Co.
March 25
Seminar
6:00 pm | Ever Grain Brewing Co.
March 27
Seminar
6:00 pm | Ever Grain Brewing Co.
April 8
Seminar
6:00 pm | Glen Rock Inn
April 10
Seminar
6:00 pm | Glen Rock Inn
April 23
Seminar
6:00 pm | Roosevelt Tavern
April 24
Seminar
6:00 pm | Roosevelt Tavern
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.