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 Workshops:

Sep

20

Thriving in Retirement at III Forks

6:30 pm | III Forks Steakhouse

Sep

22

Thriving in Retirement at III Forks

6:30 pm | III Forks Steakhouse

Sep

26

Educational Workshop: Tax Planning

11:00 am | Bartram Library

Sep

27

Thriving in Retirement at III Forks

6:30 pm | III Forks Steakhouse

Sep

28

Thriving in Retirement at III Forks

6:30 pm | III Forks Steakhouse

Nov

01

Educational Workshop: Tax Planning

6:30 pm | TBD

Nov

09

Thriving in Retirement at III Forks

6:30 pm | III Forks Steakhouse

Nov

10

Thriving in Retirement at III Forks

6:30 pm | III Forks Steakhouse

Nov

29

Thriving in Retirement

6:30 pm | TBD

Dec

01

Thriving in Retirement

6:30 pm | TBD

Upcoming Client Events:

Oct

24

Client Appreciation Event

6:00 pm | Cinemark Durbin Park

Aug

24

Quarterly Lunch & Learn

11:30 am | Holiday Inn Express – Jacksonville South Bartram Prk

Nov

16

Quarterly Lunch & Learn

11:30 am | Holiday Inn Express – Jacksonville South Bartram Prk

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