Events and Seminars

We are preparing additional meetings

 for the remainder of 2012, so please

check back again!

You are always invited to bring a guest!  Remember to call or email our office to RSVP for workshops and events.  

In addition to pre-retirement seminars, we also host monthly informative workshops on financial topics. If you are interested in learning more about college funding, family insurance, retirement investment strategies, identity theft or purchasing a home, check this page periodically for updates on upcoming seminars to attend. 

We also periodically host social events for our clients that are just plain fun. So if you're already a client, please check this page for upcoming events!

 Investors should consider the investment objectives, risks and charges and expenses of the fund company or variable annuity carefully before investing. The prospectus contains this and other information about the funds. Contact your registered representative or the fund company to obtain a prospectus which should be read carefully before investing or sending any money.