Attend an Event

You're invited to an

Upcoming Event

Our events focus on financial concerns many people have about retirement, including having enough money to do what they enjoy, paying for healthcare and covering unexpected expenses.

Get the information you need to help take charge of your financial future by registering for one of the events below!

Feb
27
Dinner Seminar
6:30 pm | Ruth’s Chris Steak House
Feb
29
Dinner Seminar
6:30 pm | Ruth’s Chris Steak House
Mar
05
Social Security Seminar
1:00 pm | Roselle Park
Mar
07
Social Security Seminar
6:30 pm | Roselle Park
Mar
26
Social Security Seminar
6:30 pm | Kent District Library – Wyoming Branch
Mar
28
Social Security Seminar
6:30 pm | Kent District Library – Wyoming Branch
Apr
09
Social Security Seminar
6:30 pm | Kent District Library – Wyoming Branch
Apr
11
Social Security Seminar
6:30 pm | Kent District Library – Wyoming Branch
Apr
23
Dinner Seminar
6:30 pm | Cork Wine & Grille
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RATHER MEET One-on-One?

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

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