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!

WEBINARS:

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$2.2 Trillion Stimulus and Its Impact On Your Retirement
Online Webinar

EDUCATIONAL EVENTS:

September 23
Dinner Workshop at Antonelli Event Center with Jason Laux-Wednesday, September 23rd
6:30 pm
October 5
Dinner Workshop at DeNunzio’s Monroeville with Jason Laux-Monday, October 5th
6:30 pm
October 7
Dinner Workshop at DeNunzio’s Monroeville with Jason Laux-Wednesday, October 7th
6:30 pm
October 20
Retirement Planning Made Simple-2 Session Course with Terry Judy October 20 & 27
6:30 pm
October 28
Retirement Planning Made Simple-2 Session Course with Terry Judy October 28 & November 4
6:30 pm
October 28
Retirement Planning Made Simple-2 Session Course with Roy Laux-October 28 & November 4
6:30 pm
October 29
Retirement Planning Made Simple-2 Session Course with Roy Laux-October 29 & November 5
6:30 pm

CLIENT EVENTS:

Check back later for upcoming events.

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

Check back later for upcoming events.

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.

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