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:

May 17
Your Ticket to Retirement – Dinner Seminar
6:30 pm | Tuscan Kitchen
May 18
Your Ticket to Retirement – Dinner Seminar
6:30 pm | Hanover Street Chophouse
May 19
Your Ticket to Retirement – Dinner Seminar
6:30 pm | Tuscan Kitchen
June 3
Your Ticket to Retirement – Dinner Seminar
6:30 pm | Birch Wood Vineyards
June 8
Your Ticket to Retirement – Dinner Seminar
6:30 pm | Birch Wood Vineyards
June 17
Smart Women, Smart Retirement – Dinner Seminar
6:30 pm | LaBelle Winery
June 22
Smart Women, Smart Retirement – Dinner Seminar
6:30 pm | LaBelle Winery

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 603.681.9190