Join Us!

You have seen us on our Retiring Well TV show. Now come to a Live Event in January.

Every success story starts with a plan. The success of your retirement plan depends on a solid financial plan. Our team of advisors from the Retiring Well television show invites you to a dinner event for those who are retired or nearing retirement. There is no cost and no obligation and dinner is on us.
Topics that are commonly discussed include:

• What tax changes are coming in 2025?
• How will the new administration impact your retirement?
• How will the Fed impact your retirement portfolio?
• Are you worried about out-living your retirement savings?
• How can you maximize your Social Security benefits?

These live events begin at 6:30 pm and are free to attend with a gourmet dinner to follow.
Seating is limited and tends to fill quickly. Reserve your seat today!