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We are committed to educating everyone about finances. Our workshops are free of charge and are packed full of valuable, relevant information that matters to you and your retirement. Topics include taxes, social security, and we regularly host established financial figures from around the country.

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list

Attend one of our events to learn how addressing these financial concerns can help you feel more confident about the days ahead and your retirement goals. To attend, find the day that best fits your schedule on the calendar below and register for that night.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 7, 2021

5:00p - 5:45p

Webinar (Zoom)

New Year New You "How to Prepare your Finances for 2021" Webinar

Learn ways to protect your retirement savings with this FREE webinar! Attention ALL Pre-Retirees & Baby Boomers, If you own an IRA, 401k or 403b, this is for you!

Event Registration

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