Take the first step toward reaching yourFinancial Goals

Get the information that can help you live a confident retirement.

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

EDUCATIONAL SEMINARS

Ric offers informative seminars on the following retirement planning topics:

  • Social Security
  • IRA and Legacy Planning

If you’d like to attend an upcoming workshop contact us via the form below and enter your contact information to be added to our seminar mailing list. Or feel free to call our office at (260) 627-3333 or (800) 841-1547.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Client Appreciation Events

Rather Meet ONE-on-ONE?

Schedule a meeting with a member of our team to create your financial strategy today.

Schedule a Meeting

Or give us a call at 260.627.3333.