Learn More About Your Options

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.

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!
couple at one of our educational events

Event Calendar

Check Back Later for Our Calendar of Events!
SPECIAL IUL EVENT
Wednesday
October 2nd
6:00PM

Maggiano’s Little Italy
2500 N. Mayfair Rd.
Wauwatosa, WI 53226
Arrive 15-30 minutes prior

SEMINAR
Tues. Wed. or Thurs.
October 8th, 9th, or 10th
6:00PM

Cooper’s Hawk (Oak Lawn)
4830 W 111th Street
Oak Lawn, IL 60453
Arrive 15-30 minutes prior

SEMINAR
Monday
October 14th
6:00PM

Cooper’s Hawk (Oak Lawn)
4830 W 111th Street
Oak Lawn, IL 60453
Arrive 15-30 minutes prior

CLIENT EVENT
Saturday
October 19th
9:00AM-11:00AM
garcade

The Garcade
N85W15920 Appleton Ave, Menomonee Falls, WI 53051
Arrive 15-30 minutes prior

SEMINAR
Mon. Tues. or Thurs.
October 21st, 22nd or 24th
6:00PM

Cooper’s Hawk (Orland Park)
15690 Harlem Ave.
Orland Park, IL 60462
Arrive 15-30 minutes prior

SEMINAR
Mon. Tues. Wed. or Thurs.
Nov. 11th, 12th, 13th or 14th
6:00PM

Cooper’s Hawk (New Lenox)
2307 E Lincoln Hwy.
New Lenox, IL 60451
Arrive 15-30 minutes prior

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.

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