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:
Thursday, February 6
A CEO’s Diary to Retirement Success Dinner Seminar
6:30 pm | Greystone Event Center
Saturday, February 15
Annual Galantine’s Day Event Private Client Event
2:00 pm | Greystone Event Center
Thursday, February 20
A CEO’s Diary to Retirement Success Dinner Seminar
6:30 pm | The Water’s Edge
Thursday, March 20
A CEO’s Diary to Retirement Success Dinner Seminar
6:30 pm | Greystone Event Center
Friday, March 28
Scam & Fraud Schemes Targeting Seniors
2:00 pm | Greystone Event Center
Client Appreciation
Medicare Meet & Greet
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Schedule a meeting with a member of our team to create your financial strategy today.
