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.

Live Events

Jul 12 2022
Dinner Event
Rigo’s Place
164 N Schuyler Ave
Kankakee, IL 60901 United States

6:30 pm
Jul 14 2022
Dinner Event
Rigo’s Place
164 N Schuyler Ave
Kankakee, IL 60901 United States

6:30 pm
Jul 26 2022
Dinner Event
DESTHIL Brewery
1200 Greenbriar Dr
Normal, IL 61761 United States

6:00 pm
Jul 28 2022
Dinner Event
DESTHIL Brewery
1200 Greenbriar Dr
Normal, IL 61761 United States

6:00 pm
Aug 02 2022
Taxes Seminar
Cooper’s Hawk – New Lenox
2307 E Lincoln Hwy
New Lenox, IL 60451 United States

6:30 pm
Aug 04 2022
Taxes Seminar
Cooper’s Hawk – New Lenox
2307 E Lincoln Hwy
New Lenox, IL 60451 United States

6:30 pm
Aug 16 2022
Educational Seminar
Hamilton Walker’s
201 N Neil Street
Champaign, IL 61820

6:30 pm
Aug 18 2022
Educational Seminar
Hamilton Walker’s
201 N Neil Street
Champaign, IL 61820

6:30 pm
Aug 30 2022
Educational Seminar
Cooper’s Hawk – Orland Park
15690 S Harlem Avenue
Orland Park, IL 60462

6:30 pm
Sep 01 2022
Educational Seminar
Cooper’s Hawk – Orland Park
15690 S Harlem Avenue
Orland Park, IL 60462

6:30 pm

Explore Our Events

Retire Ready: Stock Market Volatility, Social Security and U.S. Tax Code Changes

Learn strategies to help for retirement by making the most of your assets. This seminar focuses on:

    • Market volatility: ways to shift into asset-preservation mode
    • Social Security optimization strategies
    • U.S. tax code changes: what they may mean for your retirement income

Retirement & Taxes

The Tax Cuts and Jobs Act was the biggest change in tax law in over 30 years. Discover potential challenges and opportunities for IRA and 401(k) owners to potentially save in taxes.

This event is designed to help you:

    • Better understand the tax law changes
    • Avoid costly tax mistakes
    • Identify lost deductions
    • Learn strategies to help reduce taxes

Informational Retirement Course:
Retirement Now

Confused by the complex and ever-changing retirement strategies? Gain insights to help you plan for your ideal retirement in today's times. This step-by-step course will help you:

    • Understand strategies to help define your ideal retirement
    • Determine how much money you'll need
    • Develop strategies to invest for your future

Register for an Event

  • This field is for validation purposes and should be left unchanged.

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 815.918.4727 or 866.766.8332.