Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement, from the comfort of your own home.

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. Contact us about upcoming seminars in your area. 

Attend a Webinar

Making Sure Your Retirement House Weathers the Storm

How you position your assets will help you determine if you will be okay to weather all of the storms that retirement will bring your way.
Length:  25 minutes

Tuesday, July 7th at 6:00 pm
Thursday, July 9th at 6:00 pm
Friday, July 10th at 12:00 pm


 

Social Security Optimization

How to optimize your Social Security benefit elections from hundreds of filing options.
Length:  28 minutes

Wednesday, July 8th at 6:00 pm
Sunday, July 12th at 2:00 pm


 

UPCOMING EVENTS:

August 11
Dinner Seminar – Springfield Grille
6:00 pm | Springfield Grille
August 13
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