Attend an event
Our events 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 workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Events:
May 14
Gallagher’s on Front St | 6:15 pm
May 20
SteaKhouse | 6:15 pm
May 27
Ralph’s On The Park | 6:15 pm
May 28
Middendorf’s Manchac | 6:15 pm
Jun 03
Austin’s | 6:15 pm
Jun 24
Dakota (New Location) | 6:15 pm
Jul 02
Pat’s Rest Awhile | 6:15 pm
Jun 18
Cowford Chophouse | 6:15 pm
Jun 19
Restaurant Orsay | 6:15 pm
Jun 24
Marker 32 | 6:15 pm
Jun 25
Jackson’s Steakhouse | 6:15 pm
May 20
Wash House | 6:15 pm
Prefer to fast-track to a one-on-one consultation?
Schedule a meeting with one of our agents today!
