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 20
Retirement Tax Strategies for 2025
6:00 pm | Plainfield Library – McMullen B
March 26
Retirement Tax Strategies for 2025
6:00 pm | Plainfield Library – McMullen B
March 27
Retirement Tax Strategies for 2025
6:00 pm | Brownsburg Library – Murdock Room
April 1
Taxes in Retirement
6:00 pm | White River Library Community Room
April 14
Social Security
6:00 pm | Franklin Rd. Library
April 16
Social Security
6:00 pm | Brownsburg Library – Murdock Room
April 22
Social Security
6:00 pm | Perry Library – Community Room
April 29
Taxes in Retirement
6:00 pm | Indiana Wesleyan University – Room 108
May 1
Taxes in Retirement
6:00 pm | Indiana Wesleyan University – Room 108
Upcoming Webinars:
Check back later for upcoming events.
Rather Meet
One-on-One?
Schedule a meeting with one of our team to create your financial strategy today.
