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:
June 13
Taxes Done Your Way
6:00 pm | Rob Dob’s Restaurant & Bar – Bloomington, IL
June 14
Taxes Done Your Way
6:00 pm | Rob Dob’s Restaurant & Bar – Bloomington, IL
June 20
Educational Workshop
11:00 am | Bettendorf Public Library – Bettendorf
June 22
Educational Workshop
11:00 am | Bettendorf Public Library – Bettendorf
June 28
Educational Workshop
11:00 am | Peoria Public Library – North Branch
June 29
Educational Workshop
11:00 am | Peoria Public Library – North Branch
July 11
Wealth for Generations
6:00 pm | Biaggi’s Ristorante Italiano – Davenport
July 12
Wealth for Generations
6:00 pm | Biaggi’s Ristorante Italiano – Davenport
August 15
Taxes Done Your Way
6:00 pm | Johnny’s Italian Steakhouse – East Peoria, IL
August 17
Taxes Done Your Way
6:00 pm | Johnny’s Italian Steakhouse – East Peoria, IL
August 22
Educational Workshop
11:00 am | Illinois State University Alumni Center
August 24
Educational Workshop
11:00 am | Illinois State University Alumni Center
September 12
Wealth for Generations
6:00 pm | Johnny’s Italian Steakhouse – Moline
September 14
Wealth for Generations
6:00 pm | Johnny’s Italian Steakhouse – Moline
September 26
Taxes Done Your Way
6:00 pm | Johnny’s Italian Steakhouse – East Peoria, IL
September 28
Taxes Done Your Way
6:00 pm | Johnny’s Italian Steakhouse – East Peoria, IL
October 19
Educational Workshop
11:00 am | Illinois State University Alumni Center
October 20
Educational Workshop
11:00 am | Illinois State University Alumni Center
October 24
Wealth for Generations
6:00 pm | Biaggi’s Ristorante Italiano – Bloomington, IL
October 26
Wealth for Generations
6:00 pm | Biaggi’s Ristorante Italiano – Bloomington, IL
November 8
Taxes Done Your Way
6:00 pm | Biaggi’s Ristorante Italiano – Davenport
November 9
Taxes Done Your Way
6:00 pm | Biaggi’s Ristorante Italiano – Davenport
December 5
Wealth for Generations
6:00 pm | Jonah’s Seafood House – East Peoria, IL
December 7
Wealth for Generations
6:00 pm | Jonah’s Seafood House – East Peoria, 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.
