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!


July 18
Baby Boomer Retirement Class with Roy Laux
(2-Session Class – July 18th & July 25th)
6:15 pm
July 22
Baby Boomer Retirement Class with Jason Laux
(2-Session Class – July 22nd & July 29th)
6:15 pm


December 14
2019 Annual Synergy Client Christmas Party
10:00 am | Monroeville Convention Center

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

July 27
Summer Comedy Event featuring Jeff Allen at Improv
Improv Comedy Club

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.