Attend an Event
Our seminars focus on common financial concerns that individuals and families face in retirement, such as preparing for unexpected medical expenses and creating income to help support your desired lifestyle.
Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Events:
April 8
Surviving Retirement Workshop
6:30 pm | Water’s Edge
April 10
Surviving Retirement Workshop
6:30 pm | Water’s Edge
May 13
Surviving Retirement Workshop
6:30 pm | Halls Chophouse Nexton
May 15
Surviving Retirement Workshop
6:30 pm | Halls Chophouse Nexton
June 3
Surviving Retirement Workshop
6:30 pm | Miss Rose’s
June 5
Surviving Retirement Workshop
6:30 pm | Miss Rose’s
July 8
Surviving Retirement Workshop
6:30 pm | Hall’s Signature Events
July 10
Surviving Retirement Workshop
6:30 pm | Hall’s Signature Events
Rather Meet
One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.