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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.

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Cosaint Financial LLC > 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.

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!
Reserve Your Seat
couple at one of our educational events

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.

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Germantown, WI

W177N9856 Rivercrest Drive Suite 212
Germantown, WI 53022

Elm Grove, WI

740 Pilgrim Pkwy.,
Suite 100A
Elm Grove, WI 53122

Palos Hills, IL

10125 S. Roberts Rd.
Suite 103
Palos Hills, IL 60465

Orland Park, IL

15255 S 94th Ave.
5th Floor
Orland Park, IL 60462

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
Gibbs Wealth Management, LLC (“Gibbs”) is an SEC registered investment adviser, and Investment Advisory services are offered through Gibbs D/B/A Cosaint Advisors, LLC. Insurance products and services are offered through Cosaint Financial, LLC. Cosaint Financial, LLC and Cosaint Advisors, LLC are affiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. Gibbs’ investment advisory services are available only to residents of the United States in jurisdictions where Gibbs is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of Gibbs’ investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

By contacting McGarry P. Murray, II WI Ins Lic# WI LIC. 2130744 / 3001748080, IL LIC. 21307144 / 3001791820/Cosaint Advisors, LLC you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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