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Take the first step toward reaching your Financial 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:

Tuesday, February 4
The Secure Act Seminar
11:30 am | Izzy’s Restaurant and Catering - 850 N Walnut St.
Batesville, IN 47006 United States

The Secure Act (Setting Every Community Up for Retirement Enhancement) made its way into the year-end spending bill. Now what? Join us on February 4th from 11:30 – 1:00 (lunch) at Izzy’s restaurant to learn strategies for navigating some of the provisions within the bill. We will discuss:

Limiting Stretch IRAs
Annuity allocations in 401(k)s
No IRA contribution age limit
Small employer retirement plans
Required minimum distributions at age 72

RSVP by calling 812.933.1791, or clicking the register button

Thursday, February 6
The Secure Act Seminar
5:30 pm | Izzy’s Restaurant and Catering - 850 N Walnut St.
Batesville, IN 47006 United States

The Secure Act (Setting Every Community Up for Retirement Enhancement) made its way into the year-end spending bill. Now what? Join us on February 6th from 5:30 – 7:00 (appetizers) at Izzy’s restaurant to learn strategies for navigating some of the provisions within the bill. We will discuss:

Limiting Stretch IRAs
Annuity allocations in 401(k)s
No IRA contribution age limit
Small employer retirement plans
Required minimum distributions at age 72

RSVP by calling 812.933.1791, or clicking the register button

Rather to meet
one-on-one?


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

Or give us a call at 812.933.1791

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