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:

July 13
Retirement Planning Made Simple-Norwin Chamber-2 Session Course with Jason Laux (Tue 7/13 & 7/20)
6:30 pm
July 20
Retirement Planning Made Simple-Jefferson Hills Library-2 Session Course with Roy Laux (Tue 7/20 & 7/27)
1:30 pm
July 20
Retirement Planning Made Simple-Jefferson Hills Library-2 Session Course with Roy Laux (Tue 7/20 & 7/27)
6:30 pm
September 14
Retirement Planning Made Simple-WCCC-2 Session Course with Terry Judy (Tue 9/14 & 9/21)
6:30 pm
September 23
Retirement Planning Made Simple-Community & Recreations Center at Boyce Mayview Park-2 Session Course with Terry Judy (Tue 9/23 & 9/30)
6:00 pm
October 28
Retirement Planning Made Simple-CCAC Boyce-2 Session Course with Jason Laux (Tue 10/28 & 11/4)
6:30 pm
November 3
Retirement Planning Made Simple-Penn State Greater Allegheny-2 Session Course with Roy Laux (Wed 11/3 & 11/10)
6:30 pm
November 4
Retirement Planning Made Simple-CCAC South-2 Session Course with Roy Laux (Thur 11/4 & 11/11)
6:30 pm

CLIENT EVENTS:

August 4
TBD-Financial Literacy Series-Stay tuned for August dates!
8:00 am |

CORE EVENTS: Creating an opportunity for a retirement enhancement!

Your guest is your ticket to these events!

July 17
SAVE THE DATE! Brushes & Beans-Introductory Event with Roy Laux

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.