Broker Check


Does your current retirement strategy stand up to the new challenges of retirement?

Join our thought-provoking workshops  that examine today’s retirement planning realities, and  help you assess  your current financial plan  to  successfully navigate your path to retirement.

Learn strategies that can help solidify your retirement goals.

Reservations are required.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 17, 2022

7:00p - 8:00p

Virtual Event

PLANNING FOR LONG TERM CARE - What you need to know.

Being prepared now can help reduce the risk to your retirement savings and help minimize the burden of long-term care on those closest to you. Educating yourself on these matters can assist in addressing the potential of unforeseen costs and stressful decisions in the future. Connect into this online event to learn how various financial strategies and insurance products can help protect & solidify your retirement goals

March 8, 2022

7:00p - 8:00p

Virtual Event


While the road to financial freedom in retirement may have its twists and turns, an experienced financial professional can help straighten the path.

Event Registration