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.

Dinner Seminars

April 30
DECISION 2024 ~ ARE YOUR FINANCES READY?
6:00 pm | Tucker’s Restaurant
May 2
DECISION 2024 ARE YOUR FINANCES READY?
6:00 pm | Mario’s Italian Dining

Medicare Workshops

No upcoming events.

Social Security Workshops

April 17
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | Greenfield Community College, ROOM C208
April 18
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | Greenfield Community College, ROOM C208
May 14
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | Asnuntuck Community College, Room 201
May 16
MAKING THE MOST OF SOCIAL SECURITY
6:30 pm | Asnuntuck Community College, Room 201
consultation-circle

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 (800) 585-5544.