Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

October 24
Medicare Basics Educational Workshop
3:00 pm | Ivy Tech Southbridge Crossing
October 24
Medicare Basics Educational Workshop
5:30 pm | Ivy Tech Southbridge Crossing
October 28
Retirement Workshop
5:30 pm | Ivy Tech Southbridge Crossing
October 29
Medicare Basics Educational Workshop
3:00 pm | Plainfield Public Library
October 29
Medicare Basics Educational Workshop
6:30 pm | Plainfield Public Library
November 4
Retirement Workshop
5:30 pm | Plainfield Public Library
November 9
Medicare Basics Educational Workshop
10:00 am | SCI REMC Martinsville IN
November 9
Medicare Basics Educational Workshop
2:00 pm | SCI REMC Martinsville IN
November 12
Medicare Basics Educational Workshop
3:00 pm | Indiana Wesleyan University
November 12
Medicare Basics Educational Workshop
5:30 pm | Indiana Wesleyan University

Rather meet
One-on-One?


Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 765.342.8686

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