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!

EDUCATIONAL EVENTS:

April 22
Dinner Workshop with Jason Laux -Atria’s
6:30 pm
Register
April 29
Your Retirement Made Simple @ Norwin Chamber with Jason Laux (Full Course-1 Night)
6:30 pm
Register
May 2
Your Retirement Made Simple @ Norwin Chamber with Jason Laux (Breakout Session 2)
7:30 pm
Register

CLIENT APPRECIATION EVENTS:

April 23
VIRTUAL- Client Connection Call
6:30 pm | Zoom
Register
May 14
Movie Day
11:00 am | Cinemark Theaters
Register
August 25
KICKOFF Pittsburgh Sports Celebration Event
12:00 pm |
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.

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Lessons Learned at the Shore

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