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!

 

CORE EVENTS: Bring A Qualified Guest!

No upcoming referral events. Please check back later!

EDUCATIONAL EVENTS:

June 17
Taxes in Retirement – Steve Ross
6:30 pm
Register

CLIENT APPRECIATION EVENTS:

September 26
Save the Date! Backyard BBQ
12:00 am |
Register
August 15
Save the Date-Car Cruise-Attendee Only
10:00 am | Synergy Group
Register
August 15
Save the Date-Car Cruise-Attendee with Classic Car
10:00 am | Synergy Group
Register

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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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