Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.

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 4
Legacy Planning Education Workshop
6:00 pm | Soul Love Studio

Attend our education event at Soul Love Studios to learn about the mistakes that may exist in your legacy plan. If you don’t know what gaps exist in your planning, your legacy and your family could face taxes, probate expenses, legal issues, and other challenges after you pass away.

March 5
Elections Impact on Taxes and Social Security
6:00 pm | Lit from Within

Nearly 50% of Americans think the 2024 elections will have a great impact on their retirement plans and savings*. Pre-retirees and retirees ages 55 to 70 are most concerned about an economic downturn and inflation because of the lasting impact it may have on their retirement. Do you have a…  (Click Register to Read More)

March 6
Legacy Planning Education Workshop
1:00 pm | Soul Love Studio

Attend our education event at Soul Love Studios to learn about the mistakes that may exist in your legacy plan. If you don’t know what gaps exist in your planning, your legacy and your family could face taxes, probate expenses, legal issues, and other challenges after you pass away.

March 7
Elections Impact on Taxes and Social Security
1:00 pm | Lit from Within

Nearly 50% of Americans think the 2024 elections will have a great impact on their retirement plans and savings*. Pre-retirees and retirees ages 55 to 70 are most concerned about an economic downturn and inflation because of the lasting impact it may have on their retirement. Do you have a…  (Click Register to Read More)

March 12
Elections Impact on Taxes and Social Security
6:00 pm | Cottonwood Community Center

Nearly 50% of Americans think the 2024 elections will have a great impact on their retirement plans and savings*. Pre-retirees and retirees ages 55 to 70 are most concerned about an economic downturn and inflation because of the lasting impact it may have on their retirement. Do you have a…  (Click Register to Read More)

March 14
Elections Impact on Taxes and Social Security
1:00 pm | Cottonwood Community Center

Nearly 50% of Americans think the 2024 elections will have a great impact on their retirement plans and savings*. Pre-retirees and retirees ages 55 to 70 are most concerned about an economic downturn and inflation because of the lasting impact it may have on their retirement. Do you have a…  (Click Register to Read More)

March 19
Social Security and Market Volatility
6:00 pm | The Stirring

Nearly 50% of Americans think the 2024 elections will have a great impact on their retirement plans and savings*. Pre-retirees and retirees ages 55 to 70 are most concerned about an economic downturn and inflation because of the lasting impact it may have on their retirement. Do you have a…  (Click Register to Read More)

March 21
Social Security and Market Volatility
1:00 pm | The Stirring

Nearly 50% of Americans think the 2024 elections will have a great impact on their retirement plans and savings*. Pre-retirees and retirees ages 55 to 70 are most concerned about an economic downturn and inflation because of the lasting impact it may have on their retirement. Do you have a…  (Click Register to Read More)

March 25
Election Impact on Taxes and Social Security
6:00 pm | TBS Ranch

Nearly 50% of Americans think the 2024 elections will have a great impact on their retirement plans and savings*. Pre-retirees and retirees ages 55 to 70 are most concerned about an economic downturn and inflation because of the lasting impact it may have on their retirement. Do you have a…  (Click Register to Read More)

March 26
Estate Planning
6:00 pm | Riverview Country Club

Do you have an estate plan….or a legacy maximization plan? The difference may mean lost wealth for your heirs. Attend our education event to learn about the mistakes that may exist in your legacy plan. If you don’t know what gaps exist in your planning, your legacy and your family…  (Click Register to Read More)

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One-on-One?

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

Or give us a call at 530.395.0202