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:

September 24
Taxes in Retirement Workshop
6:30 pm | The Huntley Park District
12015 Mill Street
Huntley, IL 60142 United States
September 24
Smart Women, Smart Retirement
6:30 pm | Elgin Community College
1700 Spartan Dr
Elgin, IL 60123 United States
September 26
Taxes in Retirement Workshop
6:30 pm | The Huntley Park District
12015 Mill Street
Huntley, IL 60142 United States
September 26
Smart Women, Smart Retirement
6:30 pm | Elgin Community College
1700 Spartan Dr
Elgin, IL 60123 United States
October 8
Smart Women, Smart Retirement
6:30 pm | The Pottawatomie Community Center
8 North Avenue
St. Charles, Illinois 60174
October 10
Smart Women, Smart Retirement
6:30 pm | The Pottawatomie Community Center
8 North Avenue
St. Charles, Illinois 60174
October 15
Taxes in Retirement
6:30 pm | Elgin Community College
1700 Spartan Dr
Elgin, IL 60123 United States
October 17
Taxes in Retirement
6:30 pm | Elgin Community College
1700 Spartan Dr
Elgin, IL 60123 United States
October 22
Social Security Benefits & Minimize Your Taxes
6:30 pm | The Huntley Park District
12015 Mill Street
Huntley, IL 60142 United States
October 22
Smart Women, Smart Retirement
6:30 pm | Harper College
1200 W Algonquin Road
Palatine, IL 60067 United States

Rather meet One-on-one?

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

Or give us a call at 847.741.2284

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