Take the first step toward reaching your

Financial Goals

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

ATTEND AN EVENT

Our seminars 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 seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

July 20
Financial Workshop
6:30 pm | Market Street Grille
July 22
Financial Workshop
6:30 pm | Market Street Grille
August 10
Financial Workshop
6:30 pm | Kennings Circle K
August 12
Financial Workshop
6:30 pm | Kennings Circle K
September 9
An Event with Ed Slott, CPA
6:30 pm | Lawrenceburg Event Center

 

Light refreshments will be served.
Seats for this exclusive event are limited!

Register by Monday, Aug. 30th

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Rather Meet

One-on-One?

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

Or give us a call at 513.367.1113