Attend one of our workshops

Attend a Free Event

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 and social security; we also regularly host established financial figures from around the country.

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 date that best fits your schedule on the calendar below and register for that night.

Upcoming Events:

Oct12
Medicare Workshop
2:00 pm | Canton Chamber of Commerce Office

Medicare is a complicated program. It is to your benefit to understand how
programs work and how you can maximize your benefits. Wisely managing
your Medicare benefits starts with understanding the facts.

To Register call: 833-585-2848

Oct12
Medicare Workshop
6:30 pm | Canton Chamber of Commerce Office

Medicare is a complicated program. It is to your benefit to understand how
programs work and how you can maximize your benefits. Wisely managing
your Medicare benefits starts with understanding the facts.

To Register call: 833-585-2848

Oct19
Taxes and Your Retirement
6:00 pm | Granite City

Tax Changes are coming. Find out ways to create tax-efficient strategies for your retirement.

DON’T MISS THIS EVENT IF YOU HAVE AN IRA, 401(K), 403(B), TSP OR OTHER INVESTMENT ACCOUNTS AND YOU ARE RETIRED OR PLANNING TO RETIRE.

To Register call: 1-800-493-1458 or 151337.Reserveyourseattoday.com

Oct25
Taxes and Your Retirement
6:00 pm | Granite City

Tax Changes are coming. Find out ways to create tax-efficient strategies for your retirement.

DON’T MISS THIS EVENT IF YOU HAVE AN IRA, 401(K), 403(B), TSP OR OTHER INVESTMENT ACCOUNTS AND YOU ARE RETIRED OR PLANNING TO RETIRE.

To Register call: 1-800-493-1458 or 151337.Reserveyourseattoday.com

 

Rather Meet One-on-One?

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

Or give us a call at 734.844.3400.