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:
August 20
Dinner Seminar
6:00 pm | The First Post
August 25
Social Security Simplified
6:00 pm | South County Brewing Co.
August 27
Social Security Simplified
6:00 pm | South County Brewing Co.
September 1
Dinner Seminar
6:00 pm | Visaggio’s
September 3
Dinner Seminar
6:00 pm | Visaggio’s
September 8
Dinner Seminar
6:00 pm | John J Jeffries Restaurant
September 8
Social Security Simplified
6:00 pm | The Barn Restaurant at Allenberry
September 9
Social Security Simplified
6:00 pm | The Barn Restaurant at Allenberry
September 10
Dinner Seminar
6:00 pm | John J Jeffries Restaurant
September 15
Dinner Seminar
6:00 pm | Table 1837 – Glen Rock Mill Inn
September 17
Dinner Seminar
6:00 pm | Table 1837 – Glen Rock Mill Inn
September 22
Dinner Seminar
6:00 pm | Cork Factory Hotel
September 24
Dinner Seminar
6:00 pm | Cork Factory Hotel
October 6
Dinner Seminar
6:00 pm | South County Brewing Co.
October 7
Dinner Seminar
6:00 pm | South County Brewing Co.
October 13
Dinner Seminar
6:00 pm | Cork Factory Hotel
October 13
Social Security Simplified
6:00 pm | South County Brewing Co.
October 15
Dinner Seminar
6:00 pm | Cork Factory Hotel
October 15
Social Security Simplified
6:00 pm | South County Brewing Co.
October 20
Dinner Seminar
6:00 pm | Visaggio’s
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.