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:
June 4
Baby Boomer Retirement Class with Terry Judy
(2-session class – June 4 and June 11)
(2-session class – June 4 and June 11)
6:00 pm | University of Pittsburgh at Greensburg, McKenna Hall 130
July 9
Baby Boomer Retirement Class with Roy Laux
(2-Session class – July 9th & July 16th)
(2-Session class – July 9th & July 16th)
6:00 pm | Jefferson Hills Library
REFERRAL EVENTS: Your guest is your ticket to these events!
July 27
Summer Comedy Event featuring Jeff Allen at Improv
Improv Comedy Club
Rather meet One-on-one?
Schedule a meeting with a member of our team to create your financial strategy today.