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Join Us For An Event
Most people approaching retirement have a few main questions on their minds:
- Do I have enough to retire?
- When should I retire?
- Am I doing everything right?
Our educational workshops are designed to help you address these questions and reduce the fear and overwhelming feelings that come with this important life transition. Click on an event date below to learn more about how our team can help you achieve your dream retirement.
Live Events
Events in September–October 2026
October 22, 2026
October 22, 2026Location:
Franchesco's Ristorante
7128 Spring Creek Rd
Rockford, IL 61107Discover potential costly risks that your retirement plan might be facing and key principles that can help guide you around them.
What You'll Learn:
- Tax Planning – Learn how current and upcoming tax laws could cost your family thousands and ways to reduce the impact.
- Retirement Income Planning – Help manage your money to last longer and help create a consistent retirement income.
- Market Volatility & Risk – Understand how economic swings, new laws, and market changes may affect your IRA and 401(k).
- Rising Interest Rates – See how changing rates may potentially impact your portfolio and ways to position your assets.
- Long-Term Care Planning – Strategies to help cover unexpected long-term care costs without costly annual premiums.
- Help Protecting Assets While Seeking Growth – Help Increase interest earnings while managing your potential risks.
- CAUTION – Many Estate Plans & documents, may NOT actually protect your assets & may NOT work as you intended.
REGISTER HERE
October 29, 2026
October 29, 2026Location:
Franchesco's Ristorante
7128 Spring Creek Rd
Rockford, IL 61107Discover potential costly risks that your retirement plan might be facing and key principles that can help guide you around them.
What You'll Learn:
- Tax Planning – Learn how current and upcoming tax laws could cost your family thousands and ways to reduce the impact.
- Retirement Income Planning – Help manage your money to last longer and help create a consistent retirement income.
- Market Volatility & Risk – Understand how economic swings, new laws, and market changes may affect your IRA and 401(k).
- Rising Interest Rates – See how changing rates may potentially impact your portfolio and ways to position your assets.
- Long-Term Care Planning – Strategies to help cover unexpected long-term care costs without costly annual premiums.
- Help Protecting Assets While Seeking Growth – Help Increase interest earnings while managing your potential risks.
- CAUTION – Many Estate Plans & documents, may NOT actually protect your assets & may NOT work as you intended.
REGISTER HERE
Webinars
Events in September–October 2026
- There are no events scheduled during these dates.
