Upcoming Workshops


We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events. Please call 1-800-894-9498 to make a reservation for any one of our scheduled events below.

Events & Workshops

Illinois Events

Understanding Different Retirement Strategies
October 8, 2019 6:00 p.m.
1818 Chophouse
North Green Mount Road
O’Fallon, Illinois 62269

Understanding Different Retirement Strategies
October 9, 2019 6:00 p.m.
1818 Chophouse
North Green Mount Road
O’Fallon, Illinois 62269

Understanding Different Retirement Strategies
October 15, 2019 6:00 p.m.
1818 Chophouse
North Green Mount Road
O’Fallon, Illinois 62269

St. Louis Events

Client Bring-A-Friend
September 9, 2019 6:30 p.m.
Ruth’s Chris Steak House St. Louis Downtown
315 Chestnut Street
St. Louis, Missouri 63102

Client Bring-A-Friend
September 10, 2019 6:30 p.m.
Ruth’s Chris Steak House St. Louis Downtown
315 Chestnut Street
St. Louis, Missouri 63102

Texas Events

Understanding Your Retirement Beliefs
August 22, 2019 6:30 p.m.
Seasons 52 Restaurant
7300 Long Star Drive
Plano, Texas 75024

Understanding Your Retirement Beliefs
September 24, 2019 6:30 p.m.
Seasons 52 Restaurant
7300 Long Star Drive
Plano, Texas 75024

Understanding Your Retirement Beliefs
September 25, 2019 6:30 p.m.
Seasons 52 Restaurant
7300 Long Star Drive
Plano, Texas 75024

Call Us Today to Schedule Your One on One Consultation
1-800-894-9498

Interested in Attending an Upcoming Workshop?

Please complete the form below and a member of our team will contact you to confirm your registration.

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