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!

May 3
SAVE THE DATE – BRING A FRIEND!
5:30 pm
Register

EDUCATIONAL EVENTS:

April 24
Your Retirement Made Simple: Terry Judy
6:15 pm
Register
May 1
Your Retirement Made Simple: Terry Judy
6:15 pm
Register
April 29
Your Retirement Made Simple: Terry Judy
6:15 pm
Register
April 30
Taxes In Retirement: Jason Laux
6:30 pm
Register

CLIENT APPRECIATION EVENTS:

April 24
Client Connection Call: Featuring Kezia Samuel
6:15 pm | Zoom
Register
May 14
Financial Literacy Series Featuring Elizabeth Kocsis (Session 1)
10:00 am | Penn State Greater Allegheny
Register
May 14
Financial Literacy Series Featuring Elizabeth Kocsis (Session 2)
1:00 pm | Penn State Greater Allegheny
Register
June 3
Movie Day
10:30 am | Cinemark Monroeville Mall & XD
Register

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.

Download first two chapters

Lessons Learned at the Shore

  • This field is for validation purposes and should be left unchanged.

download two chapters
Request a Consultation
attend an event