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:

January 14, 2020
Smart Women, Smart Retirement
6:00 pm | Lake in the Hills Village Hall
600 Harvest Gate
Lake in the Hills, IL 60156 United States
January 16, 2020
Smart Women, Smart Retirement
6:00 pm | Lake in the Hills Village Hall
600 Harvest Gate
Lake in the Hills, IL 60156 United States
January 28, 2020
Smart Women, Smart Retirement
6:00 pm | The Pottawatomie Community Center
8 North Avenue
St. Charles, Illinois 60174
January 28, 2020
Taxes in Retirement
6:00 pm | Elgin Community College
1700 Spartan Dr
Elgin, IL 60123 United States
January 30, 2020
Smart Women, Smart Retirement
6:00 pm | The Pottawatomie Community Center
8 North Avenue
St. Charles, Illinois 60174
January 30, 2020
Taxes in Retirement
6:00 pm | Elgin Community College
1700 Spartan Dr
Elgin, IL 60123 United States
February 4, 2020
Retirement Planning Workshop
6:00 pm | Biaggi’s Ristorante
1524 South Randall Road
Algonquin, Illinois 60102
February 6, 2020
Retirement Planning Workshop
6:00 pm | Biaggi’s Ristorante
1524 South Randall Road
Algonquin, Illinois 60102
February 11, 2020
Smart Women, Smart Retirement
6:00 pm | Harper College
1200 W Algonquin Road
Palatine, IL 60067 United States
February 18, 2020
Smart Women, Smart Retirement
6:00 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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