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

June 19
Family Will and Legacy Planning
6:30 pm | Johnny’s Italian Steakhouse
June 27
Taxes Seminar
1:00 pm | ICC Peoria Campus – Hickory Hall (Room 131)
June 27
Taxes Seminar
6:00 pm | ICC Peoria Campus – Hickory Hall (Room 131)

Ready to Take the Next Step?