Our Events

Our educational and online workshops focus on common financial concerns that individuals and families face in retirement. Our valuable insights teach you important financial strategies to increase your income, reduce the taxes you pay and keep you from running out of money during your retirement so you can live the lifestyle you’ve always dreamed of.

Register below for one of our popular workshops so you can learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS

Click on an event for more information.

  • Educational Workshops
  • Online Workshops

Retirement Planning Dinner Event

When? – Wednesday – 1/18/2023: 6:30PM – 7:30PM

Where? – TBD

This will be a complimentary dinner presentation by Mercer Advisors. The event will be invitation only.

Guests are able to RSVP for themselves and an adult guest.

Seating is limited, so guests will need to reserve promptly. Guest can join to learn about:

  • INFLATION: How to maintain your purchasing power in retirement, despite rising inflation.
  • MARKET VOLATILITY: Can I mitigate market crashes and still have growth opportunity in my portfolio?
  • TAXES IN RETIREMENT: What impact Biden’s Tax Plan may have on your retirement?
  • SOCIAL SECURITY: When is the right time to start taking Social Security without potentially missing out on
    tens of thousands in benefits?
  • MITIGATING RISK: The BIG mistake most Americans can make with their retirement accounts… Are you one of them?
  • RETIREMENT INCOME: Will you have enough? Learn strategies to help generate income.
  • IS YOUR MONEY IN THE RIGHT PLACE? We’ll discuss how to grow and preserve your hard-earned assets
    from an overdue market correction and other risks in today’s economy

Register Now

Please check back shortly for newly added in-person events.

Please check back shortly for newly added online workshop events.

Get Started On The Path Toward Your Dream Retirement!