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 14
Retirement Planning Made Simple-WCCC-2 Session Course with Terry Judy (Tue 9/14 & 9/21)
6:30 pm
September 23
Retirement Planning Made Simple-Community & Recreations Center at Boyce Mayview Park-2 Session Course with Terry Judy (Tue 9/23 & 9/30)
6:00 pm
September 28
Dinner Workshop with Jason Laux-Tuesday Sept 28-Mt Lebanon
6:30 pm
September 30
Dinner Workshop with Jason Laux-Thursday Sept 30-Pleasant Hills
6:30 pm
October 7
Dinner Workshop with Jason Laux-Thursday October 7-Pleasant Hills
6:30 pm
October 28
Retirement Planning Made Simple-CCAC Boyce-2 Session Course with Jason Laux (Thurs 10/28 & 11/4)
6:30 pm
November 3
Retirement Planning Made Simple-Penn State Greater Allegheny-2 Session Course with Roy Laux (Wed 11/3 & 11/10)
6:30 pm
November 4
Retirement Planning Made Simple-CCAC South-2 Session Course with Roy Laux (Thur 11/4 & 11/11)
1:30 pm
November 4
Retirement Planning Made Simple-CCAC South-2 Session Course with Roy Laux (Thur 11/4 & 11/11)
6:30 pm

CLIENT EVENTS:

November 11
TBD-Financial Literacy-Estate Planning
10:00 am |

CORE EVENTS: Creating an opportunity for a retirement enhancement!

Your guest is your ticket to these events!

No upcoming referral events. Please check back later!

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.

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.