Events

Join Our Next Upcoming Event

In-Person “RETIRE READY” Educational Event

Host? Retirement Wealth Academy

What to Expect?

During this Comprehensive 2-hour Retirement Educational Course, you will learn the following:

How to plan and manage your retirement resources in the most tax-efficient manner?
What are the KEY threats in retirement and strategies to minimize such significant threats?
New ideas and uncommon opportunities to help you enjoy the best lifestyle you deserve.When? Saturday, 5/4/2024 from 9:00 – 11:00 AM
Where? Oakton Community College – Des Plaines Campus Registration Required by using LINK
There is NO COST to attend.

Don’t miss this EDUCATIONAL opportunity!

All of you who register will receive a summary and any available handouts or PowerPoint.

Registration Link

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.