Take the first step toward reaching yourFinancial Goals


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

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:

December 14
Medicare Educational Seminar
3:00 pm | Abilene Public Library Jordan Room
December 14
Medicare Educational Seminar
5:30 pm | Abilene Public Library Jordan Room
February 17, 2023
Mother Earth News Fair – Medicare Educational Seminar
8:00 am | Bell County Expo Center
February 17, 2023
Mother Earth News Fair – Medicare Educational Seminar
1:00 pm | Bell County Expo Center
February 18, 2023
Mother Earth News Fair – Medicare Educational Seminar
3:30 pm | Bell County Expo Center
April 29, 2023
Mother Earth News Fair – Medicare Educational Seminar
8:00 am | Douglas County Fairgrounds
April 29, 2023
Mother Earth News Fair – Medicare Educational Seminar
1:00 pm | Douglas County Fairgrounds
April 30, 2023
Mother Earth News Fair – Medicare Educational Seminar
3:30 pm | Douglas County Fairgrounds

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 800.678.7741.