Events

Who doesn't like an evening of fun, fellowship and FRESH handmade pasta! Join us and our team for a 3-course dining experience and take a moment to get to know us & how we help our clients live their dream retirement.

Our Retirement Case Studies Luncheon is one of our most-requested events. We’ll walk through real income and tax scenarios, side by side with recommendations we might suggest in the planning process. It’s a great opportunity to get your pressing questions answered while getting to know our team and how we work.

Taxes in retirement can be a hidden threat—but they don’t have to be. Learn how to keep more of your hard-earned money, adjust for future tax law changes, and structure your withdrawals to minimize taxes. We’ll also cover strategies to hedge against inflation and rising interest rates.

Theory is great, but real-world examples are better. This session takes what we cover in Unstress & Untax Your Retirement and applies it to actual retirement scenarios. See how smart planning can dramatically improve income, reduce taxes, and create financial security.

Our Retirement Case Studies Luncheon is one of our most-requested events. We’ll walk through real income and tax scenarios, side by side with recommendations we might suggest in the planning process. It’s a great opportunity to get your pressing questions answered while getting to know our team and how we work.

Annuities have changed—are they right for you? We’ll break down how modern annuities work, their benefits and drawbacks, and how they might fit into your retirement plan. Learn what to look for and what to avoid so you can make informed decisions about your financial future.