Events & Classes

Retirement Planning Today®

In this course you’ll learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.

However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.

This course includes a 225-page illustrated textbook. Class sizes are limited so register today (You may bring a spouse or guest at no additional charge. Tuition includes one textbook).




January 24th & 31st

6:00pm to 9:00pm 


January 28th & February 4th

9:00am to 12:00pm


Marietta Community School

Click here to register



Monthly Lunch & Learn webinars


Last Wednesday of the month


Timely topics on Investing, market updates, personal insurance and business insurance.


Email link will be sent out prior to webinar