Broker Check

Events

Welcome to Our Events Page

Explore our calendar of gatherings meticulously curated to enrich your knowledge and foster community engagement. As dedicated Retirement Planners and Financial Advisors we are committed to delivering up-to-date and valuable insights through our events.

Why Attend?

Our events are a testament to our unwavering commitment to excellence. Join us for thought-provoking discussions, industry updates, and networking opportunities that go beyond the ordinary.

Limited Availability – RSVP Early

Given the exclusive nature of our events, registration is limited. Secure your spot by RSVPing early to ensure you don't miss out on these enriching experiences.

Note on Schedule

The dynamism of our industry occasionally calls for adjustments to schedules. Please be aware that times and dates are subject to change. Stay informed by checking back regularly for the latest updates.

Thank you for being part of our community. We look forward to your active participation in these events as we collectively strive for excellence in financial planning and retirement strategies.

Upcoming Events

May 9, 2024

Ale House 1890

Annual Ambassador Club Dinner

Invitation Only: This event is exclusively for clients who have referred us to someone who became a client. Invitations are non-transferable.

May 15, 2024

6:30p - 8:00p

The Trout Club Public Resort

New Retirement Reality - Newark

Join us to learn how to preserve your capital, maximize your retirement income, minimize risk, and prepare for the change coming from current presidential administration. During the presentation, Adam will explain in plain English, some little known facts and strategies your current advisor may not know and the government will certainly won't tell you.

May 16, 2024

6:30p - 8:00p

The Trout Club Public Resort

New Retirement Reality - Newark

Join us to learn how to preserve your capital, maximize your retirement income, minimize risk, and prepare for the change coming from current presidential administration. During the presentation, Adam will explain in plain English, some little known facts and strategies your current advisor may not know and the government will certainly won't tell you.

Past Events

April 11, 2024

6:30p - 8:00p

The Wagnalls Memorial Library

Social Security Workshop - The Wagnalls Memorial Library

Join us to learn how Social Security is a key piece in planning for retirement income. How making an informed decision can make a difference in your future finances. Why it matters when you decide to claim and some strategies that can make a significant difference in your benefit payout. Click the register button to RSVP or call to reserve your seat (740) 242-0173

April 10, 2024

6:30p - 8:00p

The Wagnalls Memorial Library

Social Security Workshop - The Wagnalls Memorial Library

Join us to learn how Social Security is a key piece in planning for retirement income. How making an informed decision can make a difference in your future finances. Why it matters when you decide to claim and some strategies that can make a significant difference in your benefit payout. Click the register button to RSVP or call to reserve your seat (740) 242-0173

March 21, 2024

6:30p - 8:00p

Courtyard Marriott Newark - Concord Room

Estate Planning - Newark

An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate.

March 19, 2024

6:30p - 8:00p

Courtyard Marriott Newark - Concord Room

Estate Planning - Newark

An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate.

March 12, 2024

6:30p - 8:00p

Ale House 1890

March 6, 2024

6:30p - 8:00p

Ale House 1890

January 30, 2024

6:30p - 8:00p

Hampton Inn

Estate Planning - Lancaster

An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate.

January 24, 2024

6:30p - 8:00p

Hampton Inn

Estate Planning - Lancaster

An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate.

Event Registration