Take the first step toward reaching your financial goals

Get the information that can help you live a confident retirement.


Our workshops 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.

Join us for one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.


February 1
Market Outlook 2021
6:00 pm | Zoom Webinar

Join Kenneth for a 30 minute webinar on the Market Outlook 2021.

Topics covered:

  • Analysts’ predictions on how the market will perform in 2021
  • Market sectors expected to outperform other sectors
  • Possible tax implications with a new administration
  • What should investors do to be successful


February 25
Life Insurance
6:00 pm | Zoom Webinar

Join Valerie for a webinar on Life Insurance. More information to come.

March 1
Annuities: 101
6:00 pm | Zoom Webinar

Join Kenneth for a webinar on Annuities.

Topics covered:

  • Why annuities have become such an important part of most retirement plans
  • Helping you understand the purposes of each type of annuity
  • Why annuities could be a better alternative to bonds
  • How using an annuity takes pressure off the rest of your investments
  • How an annuity can help pay for Long Term Care

Rather meet One-on-one?

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

Or give us a call at (919) 552-4286