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:

April 22
Important Facts to Know About Your IRA and 401k Hosted by Kevin Sanders
6:00 pm | Biaggi’s Ristorante
1524 South Randall Road
Algonquin, Illinois 60102
April 27
Smart Women, Smart Retirement Workshop Hosted by Kevin Sanders
6:00 pm | Elgin Community College
1700 Spartan Dr
Elgin, IL 60123 United States
April 29
Smart Women, Smart Retirement Workshop Hosted by Amanda Czosek
6:00 pm | Elgin Community College
1700 Spartan Dr
Elgin, IL 60123 United States
May 11
Prepare for Your Retirement Workshop Hosted by Kevin Sanders
6:00 pm | Biaggi’s Ristorante
1524 South Randall Road
Algonquin, Illinois 60102
May 13
Prepare for Your Retirement Workshop Hosted by Kevin Sanders
6:00 pm | Biaggi’s Ristorante
1524 South Randall Road
Algonquin, Illinois 60102
May 18
Smart Women, Smart Retirement Workshop Hosted by Amanda Czosek
6:00 pm | The Pottawatomie Community Center
8 North Avenue
St. Charles, Illinois 60174
May 20
Smart Women, Smart Retirement Workshop Hosted by Amanda Czosek
6:00 pm | The Pottawatomie Community Center
8 North Avenue
St. Charles, Illinois 60174

Rather meet One-on-one?

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

Or give us a call at 847.741.2284