Take the first step to a Confident Retirement Journey


Attend a live event and learn more about your finances.

Attend One of Our Live Events

Our workshops focus on the financial concerns that many people have about retirement, including having enough money to do what you enjoy, pay for medical care and cover unexpected expenses.

Get the information you need to take charge of your retirement journey by registering for a live event listed below!

EDUCATIONAL EVENTS:

September 29
Your Retirement Made Simple with Terry Judy (2 Session Course) Thur September 29 & October 6 @ Westmoreland County Community College
6:30 pm
November 2
Your Retirement Made Simple with Roy Laux (2 Session Course) Wed, November 2 & 9 @ Penn State Greater Allegheny
6:30 pm
November 3
Your Retirement Made Simple with Roy Laux (2 Session Course) Thur, November 3 & 10 @ Jefferson Hills Library
6:30 pm
October 10
Your Retirement Made Simple With Jason Laux (1 Session Course) Mon, Oct 10 @ Norwin Chamber of Commerce
6:15 pm
November 1
Your Retirement Made Simple with Jason Laux (2 Session Course) Tue, November 1 & 8 @ CCAC Boyce
6:30 pm
October 6
Virtual Medicare Workshop With Sam Coccia- Thur, October 6 @6:30pm
6:30 pm
October 13
Virtual Medicare Workshop With Sam Coccia- Thur, October 13 @2pm
2:00 pm
October 18
Virtual Medicare Workshop With Sam Coccia- Tues, October 18 @2pm
2:00 pm
October 19
Virtual Medicare Workshop With Sam Coccia- Wed, October 19 @7pm
7:00 pm
October 21
Virtual Medicare Workshop With Sam Coccia- Fri, October 21 @11am
11:00 am

CLIENT EVENTS:

Check back later for upcoming events.

CORE EVENTS: Creating an opportunity for a retirement enhancement!

Your guest is your ticket to these events!

No upcoming referral events. Please check back later!

ready to
get started?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a live event.

ready to
get started?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a live event.