Take the first step toward reaching your financial goals

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

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309.210.2919

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 Events

February 22
Rising Inflation & Tax Burdens Pose Challenges for Your Retirement Savings & Income
6:00 pm | Johnny’s Italian Steakhouse
February 27
Rising Inflation & Tax Burdens Pose Challenges for Your Retirement Savings & Income
6:00 pm | Johnny’s Italian Steakhouse
March 5
Strategies to Optimize Your Social Security Benefits
12:30 pm | Morton Public Library
March 5
Strategies to Optimize Your Social Security Benefits
6:00 pm | Morton Public Library
March 7
Decision 2024: Are Your Finances Ready?
12:30 pm | Whitaker Wealth Management Services
March 7
Decision 2024: Are Your Finances Ready?
6:00 pm | Whitaker Wealth Management Services
March 12
Decision 2024: Are Your Finances Ready?
12:30 pm | Illinois Wesleyan University – Center for Natural Science (Room E101)
March 12
Decision 2024: Are Your Finances Ready?
6:00 pm | Illinois Wesleyan University – Center for Natural Science (Room E101)
April 4
Rising Inflation & Tax Burdens Pose Challenges for Your Retirement Savings & Income
6:00 pm | Johnny’s Italian Steakhouse
April 10
Rising Inflation & Tax Burdens Pose Challenges for Your Retirement Savings & Income
6:00 pm | Johnny’s Italian Steakhouse

Ready to Take the Next Step?