Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our dinner events focus on common financial concerns that individuals and families face in retirement. We also host educational events that cover a wide range of topics for retirees and those approaching retirement.

Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

October 4
Social Security Benefit Options
6:30 pm | Bunten Road Park Activity Center
October 20
Tax-Savvy Retirement Planning Dinner Event
6:00 pm | Oak Steakhouse

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 770.325.7288.