We strive to provide our community with the most up-to-date information on Retirement & Income Planning.  We want you to get the most out of your retirement, and want to impart as much information as we can to you in order to make your retirement planning as simple as possible.  If you'd like more information on our Retirement Made SIMPLE™ process, or have questions about your retirement goals, please come join us at one of the following special events!


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 24, 2020

6:30p - 7:30p

Indiana Wesleyan University

Retirement Made S.I.M.P.L.E™

S= Social Security Planning I= Income Planning M= Market Risk P= Personal Taxes L= Long-Term Care E= Estate Planning

October 1, 2019

6:30p - 7:30p

U of L Shelby Campus (Burhans Hall RM 207)

Retirement Made S.I.M.P.L.E.™

Social Security Planning Income Planning Market Risk Planning Personal Taxes Planning Long-Term Care Planning Estate Planning

July 18, 2019

6:30p - 9:45p

Old Stone Inn & Tavern

Today's Retirement Challenges June 18th

You are cordially invited to attend this COMPLIMENTARY DINNER PRESENTATION. This event is by invitation only. We’ve enclosed two (2) complimentary tickets for you and your adult guest to join us at Old Stone Inn & Tavern in Simpsonville. Call today to RSVP at 800-339-7882 or register online at RSVP Code 160073

Event Registration

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