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:
September 26
Retirement Income Planning
6:00 pm-7:30 pm | Scott’s Seafood Grill & Bar
October 1
Retirement Income Planning
6:00 pm-7:30 pm | Scott’s Seafood Grill & Bar
October 15
Taxes Today
6:00 pm-7:30 pm | Clubhouse at Woodcreek
October 17
Taxes Today
6:00 pm-7:30 pm | Clubhouse at Woodcreek
November 12
Smart Women Smart Retirement
6:00 pm-7:30 pm | Clubhouse at Woodcreek
November 14
Smart Women Smart Retirement
6:00 pm-7:30 pm | Clubhouse at Woodcreek
January 9, 2020
Retirement Income Planning
6:00 pm-7:30 pm | Scott’s Seafood Grill & Bar
January 14, 2020
Retirement Income Planning
6:00 pm-7:30 pm | Scott’s Seafood Grill & Bar
Rather Meet
One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.