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

Sep 13 2022
Educational Seminar
TBA – Bloomington
Bloomington, IL United States
6:30 pm
Sep 15 2022
Educational Seminar
TBA – Bloomington
Bloomington, IL United States
6:30 pm
Sep 20 2022
Educational Seminar
Rigo’s Place
164 N Schuyler Ave
Kankakee, IL 60901 United States

6:30 pm
Sep 22 2022
Educational Seminar
Rigo’s Place
164 N Schuyler Ave
Kankakee, IL 60901 United States

6:30 pm
Sep 27 2022
Educational Seminar
Illinois State University
204 N University St
Normal, IL 61761 United States

6:00 pm
Sep 29 2022
Educational Seminar
Illinois State University
204 N University St
Normal, IL 61761 United States

6:00 pm
Oct 04 2022
Educational Seminar
The Dancing Marlin
20590 South La Grange Road
Frankfort, IL 60423 United States

6:30 pm
Oct 06 2022
Educational Seminar
The Dancing Marlin
20590 South La Grange Road
Frankfort, IL 60423 United States

6:30 pm
Oct 11 2022
Educational Seminar
TBA – Champaign
Champaign, IL 61820 United States
6:30 pm
Oct 13 2022
Educational Seminar
TBA – Champaign
Champaign, IL 61820 United States
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

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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.