trustworthy and dependable planning

Attend an event.

Join us for an event

Attend One of Our complimentary Workshops

We offer workshops with need-to-know information about retirement. Our goal is to set you on the right path to gaining all of your wants and needs in retirement by explaining tricky financial concepts and giving simple yet effective tips. Register for one of our events below to find out more!

october

wed29oct6:30 pmMedicare Made Easy Workshop6:30 pm Rose’s Restaurant

november

tue18nov3:30 pmEstate Planning Workshop3:30 pm Plymouth Cultural Center

tue18nov6:00 pmEstate Planning Workshop6:00 pm Plymouth Cultural Center

december

tue02dec3:30 pmEstate Planning Workshop3:30 pm Farmington Community Library

tue02dec6:00 pmEstate Planning Workshop6:00 pm Farmington Community Library

january

No Events

february

No Events

march

No Events

april

No Events

may

No Events

june

No Events

july

No Events

august

No Events

september

No Events

Explore your options with us

Our goal is to provide you with critical knowledge and the tools needed for your retirement journey.
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