Take the first step toward reaching your Financial Goals


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

Attend an Event

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.

UPCOMING WORKSHOPS:

September 28
Why Social Security Benefits Can Make A Difference?
1:00 pm | Lozano Branch, Chicago Public Library

UPCOMING TWO-DAY COURSES:

September 24 & September 26
City Colleges 2-Part Class: Financial Survival for Retirement®
6:00 pm | City Colleges of Chicago – Harold Washington Campus
October 22 & October 24
City Colleges 2-Part Class: Financial Survival for Retirement®
6:00 pm | City Colleges of Chicago – Harold Washington Campus

Rather meet One-on-One?


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

Or give us a call at 312.893.5466

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