Take the first step toward reaching your financial goals

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 prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

No events are scheduled at this time. Please check again soon!

Check our weekly newsletter for upcoming events. Each month we will host either a Lunch and Learn, Wine Down Monday or a Financial Workshop through The Prepare Institute.

 

Lunch and Learn – Weekday 11:30 – 12:30 pm. We serve a boxed lunch. Currently there is no fee for this.

Wine Down – Weekday 5:30 – 6:30 pm. We serve a light appetizer and wine. Currently there is no fee for this.

Financial Workshop through The Prepare Institute – Two-night class hosted at nearby university. There is a fee for this class.

Rather meet

One-on-One?

Schedule a complimentary consultation with our team today to see if our C.P.R. plan could bring your ideal retirement to life.

Or give us a call at 913.317.1414