Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 18, 2020

4:00p - 5:00p

Webinar

CARES ACT BECOMES LAW

Due to the Coronavirus, the Federal Government has responded with major stimulus spending programs to support workers, families and businesses. During this presentation you will learn about the federal stimulus actions so you can try to maximize your personal and business finances and plan for how best to weather this unprecedented storm.

February 26, 2020

5:30p - 7:00p

World Shooting and Recreational Complex

Income Savvy ~ World Shooting and Recreational Complex

This will be an important topic not only for those who are approaching retirement in the near future, but also for those who are further away from retirement and would like to start the planning process to feel "prepared" to retire when that time comes.

February 25, 2020

5:30p - 7:00p

First National Bank of Steeleville

Income Savvy ~ FNB of Steeleville

This will be an important topic not only for those who are approaching retirement in the near future, but also for those who are further away from retirement and would like to start the planning process to feel "prepared" to retire when that time comes.

January 30, 2020

5:30p - 7:00p

World Shooting Complex & Recreational Complex

Healthcare & Social Security Workshop - Sparta, IL

Gain a wealth of information on two topics that are crucial for all retirees to understand. In addition to learning strategies that can help maximize your Social Security benefits, you’ll also learn how to manage your healthcare costs in retirement - gaining insight into Medicare, the Affordable Care Act, and long-term care expenses.

January 29, 2020

5:30p - 7:00p

First National Bank of Steeleville

Healthcare & Social Security Workshop - Steeleville, IL

Gain a wealth of information on two topics that are crucial for all retirees to understand. In addition to learning strategies that can help maximize your Social Security benefits, you’ll also learn how to manage your healthcare costs in retirement - gaining insight into Medicare, the Affordable Care Act, and long-term care expenses.

October 24, 2019

6:00p - 7:00p

Sparta Public Library

Constructing Your Financial Future

Join us for our first interactive presentation, Constructing Your Financial Future! There will be activities available at the library for children ages 2-12. Please RSVP for yourself and any children!

Event Registration


Thank you!

Error processing your request. Please try again at a later time.