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 Events
March 3
Retirement Planning Program
6:00 pm-7:00 pm | University of Evansville – Schroeder Building – Classroom 173
March 5
Retirement Planning Program
6:00 pm-7:00 pm | University of Evansville – Schroeder Building – Classroom 173
April 7
Big Beautiful Bill & Taxes Impact on Retirement Dinner
6:15 pm-7:30 pm | Rolling Hills Country Club
April 10
Quarter 1 Recap & Market Outlook Breakfast
7:30 am-9:00 am | Nellie’s North
April 14
Big Beautiful Bill & Taxes Impact on Retirement Dinner
6:15 pm-7:30 pm | Rolling Hills Country Club
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Invite to Future Events
Rather Meet One-on-one?
Schedule a meeting with a member of our team to create your financial strategy today.