Upcoming Events

Come To An Event

We hold retirement planning seminars and events throughout the country. In addition to general retirement planning, these offer strategies relating to various retirement systems. Check out our Events page to see what is currently scheduled. Or if you want to host a seminar or event, please contact us.

Retirement Planning Class
Sunday, Apr 07 at 01:00 PM

APWU Local 4 Union Hall 4116 Wahl St Blvd. Louisville, KY 40128

Retirement Planning Class
Tuesday, Apr 09 at 10:00 AM

Courtyard Marriott 9608 Blairwood Rd. Hurstbourne, KY 40222

Retirement Planning Class
Sunday, Apr 07 at 10:00 AM

APWU Local 4 Union Hall 4116 Wahl St Blvd. Louisville, KY 40128

Retirement Planning Class
Tuesday, Apr 09 at 06:00 PM

Courtyard Marriott 9608 Blairwood Rd. Hurstbourne, KY 40222

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Apr 14 at 10:00 AM

APWU Union Hall 303 Burnside Ave Ste 2 E. Hartford, CT 06108

Retirement Planning Class
Sunday, Apr 14 at 01:00 PM

APWU Union Hall 303 Burnside Ave Ste 2 E. Hartford, CT 06108

Retirement Planning Class
Tuesday, Apr 16 at 10:00 AM

Courtyard Marriott 1 Day Hill Road Windsor, CT 06095

Retirement Planning Class
Tuesday, Apr 16 at 05:00 PM

Courtyard Marriott 1 Day Hill Road Windsor, CT 06095

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Apr 21 at 10:00 AM

Element Seattle 515 Industry Dr Tukwila WA 98188

Retirement Planning Class
Sunday, Apr 21 at 01:00 PM

Element Seattle 515 Industry Dr Tukwila WA 98188

Retirement Planning Class
Tuesday, Apr 23 at 10:00 AM

Element Seattle 515 Industry Dr Tukwila WA 98188

Retirement Planning Class
Tuesday, Apr 23 at 06:30 PM

Element Seattle 515 Industry Dr Tukwila WA 98188

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Apr 28 at 01:00 PM

American Postal Workers Union, Detroit District Area Local #295, 20530 Southfield Detroit, MI 48235

Retirement Planning Class
Tuesday, Apr 30 at 10:00 AM

Detroit Marriott Southfield 27033 Northwestern Hwy, Southfield, MI 48034

Retirement Planning Class
Tuesday, Apr 30 at 06:00 PM

Detroit Marriott Southfield 27033 Northwestern Hwy, Southfield, MI 48034

Retirement Planning Class
Sunday, Apr 28 at 09:30 AM

American Postal Workers Union, Detroit District Area Local #295, 20530 Southfield Detroit, MI 48235

RSVP Form

Request a spot and we will text you to confirm your reservation.

RSVP Form

Request a spot and we will text you to confirm your reservation.

Retirement Planning Class
Sunday, Apr 28 at 10:00 AM

APWU Union Hall 610 Lancaster Ave. Reynoldsburg OH 43068

Retirement Planning Class
Sunday, Apr 28 at 02:00 PM

APWU Union Hall 610 Lancaster Ave. Reynoldsburg OH 43068

RSVP Form

Request a spot and we will text you to confirm your reservation.

Call us if you're having trouble finding and event at +1 (202) 858-3332 and we'll help guide you to the event.
No need to worry! Schedule a one on one appointment with one of our advisors where we can cover the same material we would cover in a seminar, but focus on information relevant to you rather than a large group. This will not cost you and we will not solicit you in this appointment.
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