Knowledge is Power

Our events help you understand the common financial concerns individuals and families face in retirement. We offer two types of events for those looking to learn more.

Dinner and Financial Education:

Do you have a plan to keep your retirement on track? Join us for a gourmet dinner and get professional insight on how to help gain financial clarity and added confidence in retirement.

Retirement Readiness Workshop:

This personal financial course, designed for those in the early stages of retirement or soon to retire, addresses common concerns such as income planning, Social Security maximization, inflation and tax considerations.

Attend one of our events to feel more confident and better prepared for the days ahead.

Upcoming Events:

November 04
GETTING READY TO RETIRE? YOU ONLY RETIRE ONCE… LET US HELP YOU GET IT RIGHT!
6:30 pm | Rick Erwin’s Eastside
November 09
GETTING READY TO RETIRE? YOU ONLY RETIRE ONCE… LET US HELP YOU GET IT RIGHT!
6:30 pm | Rick Erwin’s Eastside

Rather Meet ONE-on-ONE?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 864.527.0482.