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Events

If you’re looking to learn about factors that may impact your retirement, and the options available to you, we may be able to help.

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Cosaint Financial LLC > Events

If you're looking to learn about factors that may impact your retirement, and the options available to you, we may be able to help.

When planning for retirement, it’s our belief that knowledge is power. That’s why we hold no-cost educational seminar events, to give retirees and pre-retirees up-to-date information on important topics.

Furthermore, at these events, you'll be offered a delicious gourmet dinner (also no-cost) while learning about subjects like:

  • Protecting your retirement savings from loss
  • Possible strategies to generate a reasonable rate of return**
  • How tax law may impact your retirement
  • And more!
Reserve Your Seat
couple at one of our educational events

Event Calendar

Check Back Later for Our Calendar of Events!
TAX PLANNING SEMINAR
Thursday
January 9th
6:00PM

Ottimo Ristorante
16111 LaGrange Rd.
Orland Park, IL 60467
Arrive 15-45 minutes prior

REGISTER
SEMINAR
Tues. or Wed.
Jan. 21st or 22nd
6:00PM
Krimmer's Restaurant

Krimmer’s Restaurant
114 N Main St.
West Bend, WI 53095
Arrive 15-30 minutes prior

REGISTER
SEMINAR
Tues. or Wed.
Feb. 11th or 12th
6:00PM
mrb 1

Mr. B’s
11120 N Cedarburg Rd.
Mequon, WI 53092
Arrive 15-30 minutes prior

REGISTER
We Look Forward To Meeting You

Please Join Us!

We host these events because we believe in the importance of educating retirees and pre-retirees so they’ll be able to make the best personal choices for them. Interested in attending an event? Fill out this form to contact us. Events tend to fill up quickly, however, so be sure to reserve your spot as soon as possible.

What is 7+4?

Menu
Germantown, WI

W177N9856 Rivercrest Drive
Suite 212
Germantown, WI 53022

Elm Grove, WI

740 Pilgrim Pkwy.,
Suite 100A
Elm Grove, WI 53122

Orland Park, IL

15010 S. Ravinia Ave.
Suite 13
Orland Park, IL 60462

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

McGarry P Murray, II an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Cosaint Advisors, LLC. and  Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by,  Cosaint Advisors, LLC, WI/IL Insurance Agency #3001748080 / 3001791820, and McGarry P Murray, II WI/IL  Insurance License # 2130744 / 21307144.

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