Learn More About Retirement Options

friends cheering wine glasses while eating at water front restaurant

Join Us For an Informational Seminar With A Gourmet Meal

Informational Retirement Seminars

Join us to learn what retirement options are available to you. Throughout the year, we provide informational seminars and insurance presentations with a gourmet meal. Learn how to retire successfully and enjoy a gourmet dinner at no obligation to you. We offer presentations both in-person and online in Westchester, Chicago, and surrounding areas.

Topics We Discuss

  • Preparing for a successful retirement
  • Keeping your money safe during market declines
  • How to estimate retirement income 
  • Earning an income that you can’t outlive
  • Creating a long-term strategy
  • Tax-free* and tax-deferred earning options
  • How will the tax code changes affect you?
  • …and much more
senior couple enjoying complimentary steak meal at one of our educational seminars

We can help you understand your options and make informed retirement decisions.

Interested in learning more about retirement options?

Call us or fill out this form to register to attend an informational seminar and insurance presentation. 

Scroll to Top