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Financial Workshops

Looking for more information, but not yet ready for a one-on-one meeting? 

Our informational events are a great place to start.


1-Day Retirement Planning Course Arm yourself with the information you need for a successful retirement.

Everyone needs a sound financial plan to reach their retirement goals. Our 1-Day Retirement Planning Course is the way.

What you'll learn:

  • Address common retirement planning mistakes
  • Plan your retirement income to fit your lifestyle
  • Evaluate strategies to help protect against the high cost of long-term care
  • Calculate how much risk you’re taking with your hard-earned dollars
  • Understanding annuities and mutual funds

You will walk away from our course with a blueprint for retirement

Upcoming Courses:

Check back later for upcoming events.


One-hour Financial Workshop

If you are approaching retirement or already retired and you want to learn how to invest and position your retirement savings properly, attend one of our events!

When you attend this event you will learn how to answer these questions:

  • Do I have enough to retire?
  • How much risk do I have?
  • Should I be making changes?
  • Will my money last?
  • How do I protect my portfolio in this current market?

Upcoming Workshops:

Check back later for upcoming events.

Medicare Classes Lead by Peter Skzlarz, RFC

What you'll learn:

  • How to potentially reduce Medicare Supplement premiums by 50%
  • How to avoid costly mistakes to save money on your monthly premiums
  • How to apply for coverage
  • Guaranteed Issue Rights
  • Benefits of Medicare Parts A and B
  • Pros and cons of Medicare Advantage
  • Information about the most popular Medicare Supplement plans - F, G and N
  • Differences in Medsup plans
  • Quotes from the top private Insurance groups including AARP/ UnitedHealth-Care, Aetna, Cigna, and more!

Upcoming Courses:

Check back later for upcoming events.

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