Attend an Event
Our events focus on common financial concerns that individuals and families face in retirement, things like how to reduce taxes, when to start social security, and ways to create income to help support your desired lifestyle.
Attend one of our Successful Retirement Classes, Retirement Success Dinner Seminars, or Webinars to learn how addressing these concerns can help you feel more confident about the days ahead.
Attend an In-person Event
Retire with Confidence… Here’s How!
Tuesday, September 21, 2021
or
Thursday, September 23, 2021
Dinner Seminar
Bistro on the Boulevard
Room: The Library
521 Lake Boulevard
St. Joseph, MI 49085
Doors open at 5:30 pm | Seminar starts at 6:00 pm
Registration Required. Sign up below or call 269-208-4237.
Thursday, October 7, 2021
or
Tuesday, October 12, 2021
Dinner Seminar
Ruth's Chris Steakhouse
902 E. University Drive, Granger, IN 46530
Doors open at 5:30 pm | Seminar starts at 6:00 pm
Registration Required. Sign up below or call 269-208-4237.
Tax Problems and Solutions
Presented by Craig Anderson, ChFC® and David Schaffer, CPA
Thursday, September 30, 2021 ~
6:30 – 7:45 pm
Register by Tuesday, September 28, 2021
Attend a Virtual Event
Webinar: Building Your Income for Retirement
Social Security and Pension Maximization
Rather MeetOne-on-one?
Schedule a meeting with a member of our team to create your financial strategy today.
