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:

September 17
Baby Boomer Retirement 2 Session Course with Terry Judy-September 17th & 24th
6:30 pm
October 8
Retirement Planning Today 2 Session Course with Jason Laux-October 8th and 15th
6:00 pm
October 14
Baby Boomer Retirement 2 Session Course with Terry Judy-October 14th & 21st
6:30 pm
October 28
Baby Boomer Retirement 2 Session Course with Roy Laux-October 28th & November 4th
6:00 pm
November 4
Baby Boomer Retirement 2 Session Course with Jason Laux-November 4th & November 11th
6:00 pm
November 7
Rejuvenate your Retirement 2 Session Course with Roy Laux-November 7th & 14th
1:00 pm
November 7
Baby Boomer Retirement 2 Session Course with Roy Laux-November 7th & 14th
6:30 pm
November 12
Rejuvenate Your Retirement 2 Session Course with Jason Laux
1:00 pm

CLIENT EVENTS:

October 12
Medicare Workshop-October 12th at 10:00am-Youghiogheny Country Club
10:00 am |
October 12
Medicare Workshop-October 12th at 2:00pm-Youghiogheny Country Club
2:00 pm |
October 15
Medicare Workshop-October 15th at 12:00pm-Webinar
12:00 pm |
October 15
Medicare Workshop-October 15th at 6:00pm-Webinar
6:00 pm |
December 14
2019 Annual Christmas Party
10:00 am | Monroeville Convention Center

REFERRAL EVENTS: Your guest is your ticket to these events!

Check back later for upcoming events.

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.