Take the first step toward reaching your Financial Goals

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

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 ways to create income to help support your desired lifestyle.

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

UPCOMING EVENTS:

September 26
Taxes Done Your Way
6:00 pm | Johnny’s Italian Steakhouse – East Peoria, IL
Register
September 28
Taxes Done Your Way
6:00 pm | Johnny’s Italian Steakhouse – East Peoria, IL
Register
October 19
Educational Workshop
11:00 am | Illinois State University Alumni Center
Register
October 20
Educational Workshop
11:00 am | Illinois State University Alumni Center
Register
October 24
Wealth for Generations
6:00 pm | Biaggi’s Ristorante Italiano – Bloomington, IL
Register
October 26
Wealth for Generations
6:00 pm | Biaggi’s Ristorante Italiano – Bloomington, IL
Register
November 8
Taxes Done Your Way
6:00 pm | Biaggi’s Ristorante Italiano – Davenport
Register
November 9
Taxes Done Your Way
6:00 pm | Biaggi’s Ristorante Italiano – Davenport
Register
December 5
Wealth for Generations
6:00 pm | Jonah’s Seafood House – East Peoria, IL
Register
December 7
Wealth for Generations
6:00 pm | Jonah’s Seafood House – East Peoria, IL
Register

Ready to Take The Next Step?

For more information about our comprehensive financial planning process, schedule a meeting or register to attend an event.

Schedule a Meeting

Or give us a call at 309.263.1333