Our events feature topics on a range of important issues for retirement planning and addressing the financial needs of retirees and pre-retirees. We focus on the various strategies for maximizing your Social Security benefits, the implications of working while collecting Social Security, and tax-efficient strategies for retirement income and legacy planning.

We would love to meet with you and hope to see you, your family and friends at one of our upcoming events!

Upcoming Events

September 30, 2021

Group Dinner Event

Join us for a delicious complimentary dinner (meal and dessert are on us!) at one of the area’s top restaurants. Learn how The Ascent Plan®️ can help you create a clear path to the retirement you’ve always wanted. Just a 45-minute investment of your time may save you money and give you greater financial confidence about your retirement. Plus you’ll leave with all your questions answered.

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Learn More about our Upcoming Events