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:

March 1
VIRTUAL Financial Literacy Series-TBD
8:00 am
April 20
Retirement Planning Made Simple 2 Session Course with Terry Judy (Tue April 20 & 27)
6:00 pm
May 4
Retirement Planning Made Simple 2 Session Course with Terry Judy (Tue May 4 & 11)
6:30 pm

CLIENT EVENTS:

May 3
Garden Day
10:00 am | Blue Top Pavilion @ Renzie Park

CORE EVENTS: Creating an opportunity for a retirement enhancement!

Your guest is your ticket to these events!

March 2
Retirement Introduction Consultations-Dinner Sessions with Terry Judy (March 2 & 11)
Synergy Group
March 4
Retirement Introduction Consultations-Dinner Sessions with Roy Laux (March 4 & 9)
Synergy Group
April 8
Retirement Introduction Consultations-Dinner Sessions with Jason Laux (April 8 & 12)
Synergy Group

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.