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:

July 7
Your Retirement Made Simple with Roy Laux (2 Session Course) Thur July 7 & 14 @ Penn State
6:30 pm
July 12
Your Retirement Made Simple with Roy Laux (2 Session Course) Tue July 12 & 19 @ Jefferson Hills Library
6:30 pm
July 19
Dinner Workshop July 19 @ BRAVO! Waterfront with Jason Laux
6:30 pm
July 21
Dinner Workshop July 21 @ South Hills Country Club with Jason Laux
6:30 pm
August 1
Your Retirement Made Simple With Jason Laux @Monroeville Community Library
6:30 pm
August 18
Your Retirement Made Simple with Terry Judy (2 Session Course) Thur August 18 & 25 @ Upper St Clair
6:30 pm
September 29
Your Retirement Made Simple with Terry Judy @ Westmoreland County Community College
6:30 pm

CLIENT EVENTS:

Check back later for upcoming events.

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.