WE BELIEVE IN THE POWER OF KNOWLEDGE.

This is why we often host educational workshops to educate and empower the local community with the tools and knowledge to make smarter financial decisions.

Eddie Merlot – Lincolnshire

5 Key Areas to A Successful Retirement

Wednesday & Thursday
April 17 and 18, 2024
6:00 p.m.

Tuesday & Wednesday
May 7 and 8, 2024
6:00 p.m.

WHO WOULD BENEFIT FROM THIS EVENT?

New Retirees

If you are recently retired but still need to make important financial and healthcare decisions, attend this seminar so those decisions can be well informed.

Approaching Retirement

Are you over the age of 58, considering retirement, and need answers in order to piece your retirement income plan together?

Married Couples

If you are married, it is imperative to map out your retirement income strategy and survivorship plan so both partners are protected.

Business Owners And High Net Worth Families

If you have significant assets, you must take the proper steps to protect those assets for the rest of you life and beyond.