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:
March 10
“Psychology of Retirement”, Private Movie Screening
6:30 pm | AMC Camp Hill 12
March 18
Seminar
6:00 pm | Table 1837 Glen Rock Mill Inn
March 19
Seminar
6:00 pm | Table 1837 Glen Rock Mill Inn
April 14
Educational Workshop: Social Security Blueprint
6:00 pm | TBD
April 14
Webinar: Women’s Retirement Roadmap
6:30 pm | Virtual
April 16
Educational Workshop: Social Security Blueprint
6:00 pm | TBD
April 21
Seminar
6:00 pm | Visaggio’s
April 23
Seminar
6:00 pm | Visaggio’s
April 28
“Psychology of Retirement”, Private Movie Screening
6:30 pm | Regal West Manchester
May 12
Educational Workshop: Women’s Retirement Roadmap
6:00 pm | TBD
May 12
Webinar: Social Security Blueprint
6:30 pm | Virtual
May 14
Educational Workshop: Women’s Retirement Roadmap
6:00 pm | TBD
May 19
Seminar
6:00 pm | South County Brewing Co.
May 21
Seminar
6:00 pm | South County Brewing Co.
June 2
Seminar
6:00 pm | Visaggio’s
June 4
Seminar
6:00 pm | Visaggio’s
June 9
“Psychology of Retirement”, Private Movie Screening
6:30 pm | Regal West Manchester
June 11
Webinar: Smart Retirement Tax
6:30 pm | Virtual
June 16
Seminar
6:00 pm | Table 1837 Glen Rock Mill Inn
June 18
Seminar
6:00 pm | Table 1837 Glen Rock Mill Inn
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.