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:

February 10
Your Retirement Made Simple with Jason Laux (2 session course)
6:30 pm
Register
January 29
Taxes in Retirement with Jason Laux
6:30 pm
Register
March 5
Your Retirement Made Simple with Jason Laux (2 session course)
6:30 pm
Register
February 18
Your Retirement Made Simple with Roy Laux
6:15 pm
Register
February 19
Your Retirement Made Simple with Roy Laux
6:15 pm
Register

CLIENT APPRECIATION EVENTS:

February 6
WAITLIST* Galentine’s Day – 1pm session
1:00 pm | Core Event Center
Register
February 6
WAITLIST* Galentine’s Day – 4pm session
4:00 pm | Core Event Center
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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