Learn More About Your Options
Events
If you’re looking to learn about factors that may impact your retirement, and the options available to you, we may be able to help.
If you're looking to learn about factors that may impact your retirement, and the options available to you, we may be able to help.
When planning for retirement, it’s our belief that knowledge is power. That’s why we hold no-cost educational seminar events, to give retirees and pre-retirees up-to-date information on important topics.
Furthermore, at these events, you'll be offered a delicious gourmet dinner (also no-cost) while learning about subjects like:
- Protecting your retirement savings from loss
- Possible strategies to generate a reasonable rate of return**
- How tax law may impact your retirement
- And more!
Event Calendar
Check Back Later for Our Calendar of Events!
Tuesday
April 23rd
6:00PM
15665 W Bluemound Rd
Brookfield, WI 53005
Arrive 30 minutes prior
Wednesday
April 24th
6:00PM
15665 W Bluemound Rd
Brookfield, WI 53005
Arrive 30 minutes prior
Tuesday
May 7th
6:00PM
114 Main St
West Bend, WI 53095
Arrive 30 minutes prior
Wednesday
May 8th
6:00PM
114 Main St
West Bend, WI 53095
Arrive 30 minutes prior
Monday
May 20th
6:00PM
15665 W Bluemound Rd
Brookfield, WI 53005
Arrive 30 minutes prior
Thursday
May 23rd
6:00PM
15665 W Bluemound Rd
Brookfield, WI 53005
Arrive 30 minutes prior
Wednesday
June 12th
6:00PM
2307 E Lincoln Hwy
New Lenox, IL 60451
Arrive 30 minutes prior
Thursday
June 13th
6:00PM
2307 E Lincoln Hwy
New Lenox, IL 60451
Arrive 30 minutes prior
We Look Forward To Meeting You
Please Join Us!
We host these events because we believe in the importance of educating retirees and pre-retirees so they’ll be able to make the best personal choices for them. Interested in attending an event? Fill out this form to contact us. Events tend to fill up quickly, however, so be sure to reserve your spot as soon as possible.