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!


Check back later for upcoming events.


August 25
Synergy Group’s Kickoff
1:00 pm | Westinghouse Lodge
July 23
Client Connection Call-Portfolio Manager
6:30 pm | Zoom

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 event.