Take the first step toward reaching your
Successful Retirement

Get the information that can help you live a confident retirement.

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!

Boulevard & Bistro Combined logo 2016-BLACK

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.

ruthschris_global_logo

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

Scissors cutting word tax on blue background. Business, finance and profit concept. Flat design. EPS 8 vector illustration, no transparency

Register by Tuesday, September 28, 2021

Oct 2021 Lunch Learn Invite
Est Plan Class Invite

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.

Or give us a call at 269.208.4237.