309.263.1333
Attend an Event
Our events focus on common financial concerns individuals and families face in retirement, things like how to prepare for unexpected medical expenses and potential ways to create income to help support your desired lifestyle.
Attend one of our events to learn how addressing these concerns may help you feel more confident about the days ahead.
UPCOMING EVENTS:
February 27
Educational Workshop
10:00 am | Illinois State University Alumni Center – Normal, IL
February 28
Educational Workshop
10:00 am | Illinois State University Alumni Center – Normal, IL
March 5
Wealth for Generations
6:00 pm | Biaggi’s Ristorante Italiano – Davenport, IA
March 6
Wealth for Generations
6:00 pm | Biaggi’s Ristorante Italiano – Davenport, IA
March 10
The Psychology of Retirement Movie
6:30 pm | Putnam Museum and Science Center – Davenport, IA
March 11
Taxes Done Your Way
6:00 pm | Johnny’s Italian Steakhouse – East Peoria, IL
March 13
Taxes Done Your Way
6:00 pm | Johnny’s Italian Steakhouse – East Peoria, IL
March 24
The Psychology of Retirement Movie
6:30 pm | Normal Theater – Normal, IL
Ready to Take The Next Step?
For more information about our comprehensive financial planning process, schedule a meeting or register to attend an event.