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!
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
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.