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:

May 18
Social Security and Your Retirement
6:30 pm | Guilford Township Community Center
May 19
Social Security and Your Retirement
6:30 pm | Guilford Township Community Center
May 25
Social Security and Your Retirement
6:30 pm | Indiana Wesleyan University
May 27
Social Security and Your Retirement
6:30 pm | Indiana Wesleyan University
June 8
Savy Women, Savy Retirement
6:30 pm | Guilford Township Community Center
June 9
Savy Women, Savy Retirement
6:30 pm | Guilford Township Community Center
June 22
Savy Women, Savy Retirement
6:30 pm | Indiana Wesleyan University
June 24
Savy Women, Savy Retirement
6:30 pm | Indiana Wesleyan University
July 13
How to Protect Yourself From a Potential Tax Storm
6:30 pm | Indiana Wesleyan University
July 15
How to Protect Yourself From a Potential Tax Storm
6:30 pm | Indiana Wesleyan University
July 20
How to Protect Yourself From a Potential Tax Storm
6:30 pm | Guilford Township Community Center
July 21
How to Protect Yourself From a Potential Tax Storm
6:30 pm | Guilford Township Community Center
August 10
Social Security and Your Retirement
6:30 pm | Guilford Township Community Center
August 11
Social Security and Your Retirement
6:30 pm | Guilford Township Community Center
August 24
Social Security and Your Retirement
6:30 pm | Indiana Wesleyan University
August 26
Social Security and Your Retirement
6:30 pm | Indiana Wesleyan University
September 14
Savy Women, Savy Retirement
6:30 pm | Guilford Township Community Center
September 16
Savy Women, Savy Retirement
6:30 pm | Guilford Township Community Center
September 21
Savy Women, Savy Retirement
6:30 pm | Indiana Wesleyan University
September 23
Savy Women, Savy Retirement
6:30 pm | Indiana Wesleyan University

Upcoming Webinars:

June 1
Savy Women, Savy Retirement
6:30 pm
June 3
Savy Women, Savy Retirement
6:30 pm
June 29
How to Protect Yourself From a Potential Tax Storm
6:30 pm
July 1
How to Protect Yourself From a Potential Tax Storm
6:30 pm
July 27
Estate Planning Mistakes
6:30 pm
July 29
Estate Planning Mistakes
6:30 pm
August 17
Social Security and Your Retirement
6:30 pm
August 19
Social Security and Your Retirement
6:30 pm
September 7
Savy Women, Savy Retirement
6:30 pm
September 9
Savy Women, Savy Retirement
6:30 pm

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