Take the first step to a Confident Retirement Journey

Attend an event with us and learn more about your finances.

Attend One of Our Events

Our events 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 an event listed below!

 

AS WE ENJOY THE HOLIDAY SEASON WITH OUR FRIENDS AND FAMILY, WE ARE LOOKING FORWARD TO ANNOUNCING OUR EVENTS FOR 2025, CHECK BACK IN THE NEW YEAR- WE HOPE YOU CAN JOIN US!

MERRY CHRISTMAS FROM ALL OF US AT SYNERGY GROUP

CORE EVENTS: Bring A Qualified Guest!

No upcoming referral events. Please check back later!

EDUCATIONAL EVENTS:

Check back later for upcoming events.

CLIENT APPRECIATION EVENTS:

January 18, 2025
State of the Union Event
10:00 am | CCAC Boyce Campus
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For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.

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Lessons Learned at the Shore

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