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:

February 13, 2020
Baby Boomer Retirement 2 Session Course with Terry Judy-February 13th & 20th
6:30 pm
February 18, 2020
Rejuvenate your Retirement 2 Session Course with Roy Laux-February 18th & 25th
1:00 pm
February 25, 2020
Baby Boomer Retirement 2 Session Course with Roy Laux-February 25th & March 3rd
6:30 pm
February 27, 2020
Baby Boomer Retirement 2 Session Course with Roy Laux-February 27th & March 5th
6:30 pm
March 17, 2020
Baby Boomer Retirement 2 Session Course with Terry Judy-March 17th & March 24th
6:30 pm

CLIENT EVENTS:

December 14
2019 Annual Client Christmas Party
10:30 am | Monroeville Convention Center
January 18, 2020
2020 State of Union
10:00 am |
February 10, 2020
2020 Annual Client Movie Day
10:00 am | Phoenix Big Cinema Theater

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

December 28
Master’s of the Illusionists
April 11, 2020
SAVE THE DATE-April 11

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.