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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:

January 21
Dinner Seminar – Springfield Grille
6:00 pm | Springfield Grille
February 5
Dinner Seminar – Clifford’s Restaurant
6:00 pm | Clifford’s Restaurant
February 6
Dinner Seminar – Clifford’s Restaurant
6:00 pm | Clifford’s Restaurant
March 4
Dinner Seminar – Hotel Saxonburg
6:00 pm | Hotel Saxonburg
March 5
Dinner Seminar – Hotel Saxonburg
6:00 pm | Hotel Saxonburg
May 5
Dinner Seminar – Springfield Grille
6:00 pm | Springfield Grille
May 6
Dinner Seminar – Springfield Grille
6:00 pm | Springfield Grille
May 20
Dinner Seminar – Clifford’s Restaurant
6:00 pm | Clifford’s Restaurant
May 21
Dinner Seminar – Clifford’s Restaurant
6:00 pm | Clifford’s Restaurant
August 11
Dinner Seminar – Springfield Grille
6:00 pm | Springfield Grille

Rather meet One-on-one?

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

Or give us a call at 724.287.4071 or 800.827.6186

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