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 9
Tax Workshop
6:00 pm | Mooresville Library
March 16
Tax Workshop
6:00 pm | Mooresville Library
March 31
Social Security Workshop
6:00 pm | Franklin Road Library
April 1
Social Security Workshop
6:00 pm | Franklin Road Library
April 7
Social Security Workshop
6:00 pm | Guilford Township Community Center
April 8
Social Security Workshop
6:00 pm | Guilford Township Community Center
April 28
Social Security Workshop
6:00 pm | Indiana Wesleyan University
April 30
Social Security Workshop
6:00 pm | Indiana Wesleyan University
May 11
Social Security Workshop
6:00 pm | Mooresville Library
May 13
Social Security Workshop
6:00 pm | Mooresville Library
May 19
Tax Workshop
6:00 pm | Franklin Road Library
May 20
Tax Workshop
6:00 pm | Franklin Road Library
June 16
Tax Workshop
6:00 pm | Guilford Township Community Center
June 17
Tax Workshop
6:00 pm | Guilford Township Community Center
June 30
Tax Workshop
6:00 pm | Indiana Wesleyan University
July 2
Tax Workshop
6:00 pm | Indiana Wesleyan University
July 27
Social Security Workshop
6:00 pm | Franklin Road Library
July 28
Social Security Workshop
6:00 pm | Franklin Road Library
August 19
Social Security Workshop
6:00 pm | Guilford Township Community Center
August 20
Social Security Workshop
6:00 pm | Guilford Township Community Center
September 1
Social Security Workshop
6:00 pm | Indiana Wesleyan University
September 3
Social Security Workshop
6:00 pm | Indiana Wesleyan University
September 22
Tax Workshop
6:00 pm | Franklin Road Library
September 23
Tax Workshop
6:00 pm | Franklin Road Library
September 29
Tax Workshop
6:00 pm | Guilford Township Community Center
September 30
Tax Workshop
6:00 pm | Guilford Township Community Center
October 20
Tax Workshop
6:00 pm | Indiana Wesleyan University
October 22
Tax Workshop
6:00 pm | Indiana Wesleyan University
November 17
Tax Workshop
6:00 pm | Franklin Road Library
November 17
Social Security Workshop
6:00 pm | Franklin Road Library
November 18
Tax Workshop
6:00 pm | Franklin Road Library
November 18
Social Security Workshop
6:00 pm | Franklin Road Library

Rather Meet
One-on-One?


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

Or give us a call at 317.788.1562