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.

August 11
Solving the Medicare Puzzle
6:00 pm | Morgan County Public Library – Martinsville Branch
August 16
Solving the Medicare Puzzle
6:00 pm | Johnson County Public Library – Greewood
September 1
Solving the Medicare Puzzle
6:00 pm | Plainfield Public Library
September 6
Solving the Medicare Puzzle
6:00 pm | Morgan County Public Library – Martinsville Branch
September 15
Social Security & You Educational Workshop
6:00 pm | Morgan County Public Library – Martinsville Branch
September 20
Social Security & You Educational Workshop
6:00 pm | Morgan County Public Library – Martinsville Branch

Rather meet
One-on-One?


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

Or give us a call at 765.342.8686