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!

EDUCATIONAL EVENTS:

February 7
Your Retirement Made Simple @ Norwin Chamber with Jason Laux
6:30 pm
February 13
Your Retirement Made Simple @ Norwin Chamber with Jason Laux
6:30 pm
February 22
Dinner Workshop @ Wooden Nickel with Jason Laux-February 22 OR February 23
6:30 pm
March 7
Your Retirement Made Simple @ Jefferson Hills Library with Roy Laux
6:30 pm
March 13
Your Retirement Made Simple @ CCAC Boyce with Jason Laux
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 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 event.