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Rooted Wealth Events

We believe sound financial planning is rooted in education. We offer in-person and virtual retirement workshops sponsored by local universities and community centers to ensure you enter your retirement with your best foot forward.
Our Next Event
September 21, 2023 @ 6:30 PM

Rooted In Retirement Workshop

Rob Dob’s Restaurant & Bar

801 N Hershey Rd
Bloomington, IL 61704

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October 3, 2023 @ 6:00 PM

The Baby Boomer Dilemma

Paramount Theatre

213 N Schuyler Ave
Kankakee, IL 60901

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October 3, 2023 @ 6:30 PM

Rooted In Retirement Workshop

Ruth’s Chris Steak House

7001 E Belleview Ave Suite 100
Denver, CO 80237

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October 5, 2023 @ 6:30 PM

Rooted In Retirement Workshop

Ruth’s Chris Steak House

7001 E Belleview Ave Suite 100
Denver, CO 80237

Register

October 10, 2023 @ 6:30 PM

Rooted In Retirement Workshop

Hamilton Walker’s

201 N Neil St
Champaign, IL 61820

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October 12, 2023 @ 6:30 PM

Rooted In Retirement Workshop

Hamilton Walker’s

201 N Neil St
Champaign, IL 61820

Register

October 16, 2023 @ 6:00 PM

Retirement Now

Oak Brook Public Library

600 Oak Brook Rd
Oak Brook, IL 60523

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October 17, 2023 @ 6:30 PM

Rooted In Retirement Workshop

Ditka’s Oakbrook

2 Mid America Plaza Suite 100
Oakbrook Terrace, IL 60181

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October 19, 2023 @ 6:30 PM

Rooted In Retirement Workshop

Ditka’s Oakbrook

2 Mid America Plaza Suite 100
Oakbrook Terrace, IL 60181

Register

October 23, 2023 @ 6:00 PM

Retirement Now

Oak Brook Public Library

600 Oak Brook Rd
Oak Brook, IL 60523

Register

October 24, 2023 @ 6:30 PM

Rooted In Retirement Workshop

Ruth’s Chris Steak House

7001 E Belleview Ave, Suite 100
Denver, CO 80237

Register

October 26, 2023 @ 6:30 PM

Rooted In Retirement Workshop

Ruth’s Chris Steak House

7001 E Belleview Ave, Suite 100
Denver, CO 80237

Register

“At Rooted Wealth Advisors, we believe you deserve to have someone working for your money and family as hard as you’ve worked to build them.”

Zach Gray
Founder

Need More Info?

Visit Rooted and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!
Contact Us Now
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Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. Any references to guarantees relate only to insurance products and are based on the claims paying ability of the underlying insurance company.

Rooted Wealth Advisors (“Rooted”) is a registered investment adviser offering advisory services in the State(s) of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Rooted in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Rooted, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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