Events
Upcoming Events
June 1, 2023
7:15a - 8:30a
ORIGINAL PANCAKE HOUSE
JUNE BREAKFAST WORKSHOP
Structured Capital Strategies PLUS Variable Annuity a potential way to reduce risk while having the potential to earn more on your money while potentially deferring taxes.
Past Events
October 6, 2022
7:15a - 8:30a
ORIGINAL PANCAKE HOUSE
June 2, 2022
7:30a - 8:30a
ORIGINAL PANCAKE HOUSE
Mind Over Markets Workshop
Educational Breakfast Workshop
March 3, 2022
7:15a - 8:30a
ORIGINAL PANCAKE HOUSE
4 Keys to Securing Your Legacy
Legacy planning may be an important part of your financial plan.
May 6, 2021
8:00a - 8:30a
https://franklintempleton.zoom.us/j/87261233572?pwd=RzdKaXduNjB5MjlSNWx2MmdGOUNGQT09&from=addon
April 8, 2021
8:00a - 9:00a
Click the link to register for the workshop
Healthcare Costs Before & After Retirement
Healthcare especially in retirement can be confusing. Maybe we can help provide some answers.
March 4, 2021
8:00a - 8:30a
https://fmr.zoom.us/webinar/register/WN_Ly7AekuJTimj3SIdFp1TIQ
LIFE EVENTS
We know that life events can have a significant impact on your finances, health, stress levels, and overall wellness. Together, we will discuss how thinking ahead can help provide peace of mind should you: • Face a health concern •Have a change in marital status • Lose a loved one •Navigate an unexpected retirement
March 4, 2021
8:00a - 8:30a
WEBINAR
PLANNING FOR LIFE'S BIG MOMENTS WORKSHOP
Financial confidence means being prepared for dreams and detours alike.
April 2, 2020
7:30a - 9:00a
ORIGINAL PANCAKE HOUSE
March 5, 2020
7:30a - 8:30a
ORIGINAL PANCAKE HOUSE
SOCIAL SECURITY EDUCATIONAL WORKSHOP
Learn more about Social Security and how your choice could affect you.
December 5, 2019
7:30a - 8:30a
ORIGINAL PANCAKE HOUSE
September 5, 2019
7:30a - 9:00a
ORINGINAL PANCAKE HOUSE
June 6, 2019
7:15a - 8:30a
ORIGINAL PANCAKE HOUSE
JUNE EDUCATIONAL WORKSHOP - INVESTOR BEHAVIOR
Educational Workshop
May 2, 2019
7:15a - 8:30a
ORIGINAL PANCAKE HOUSE
MAY 2019 BREAKFAST WORKSHOP
Educational Worksop
April 4, 2019
7:15a - 8:30a
ORIGINAL PANCAKE HOUSE
April Workshop Seminar
An educational workshop to help articulate your healthcare wishes.
March 7, 2019
7:15a - 9:00a
ORIGINAL PANCAKE HOUSE
March 2019 Breakfast Workshop
Bullish on Equities
January 31, 2019
7:00p - 9:00p
MORAINE VALLEY COMMUNITY COLEGE
January 3, 2019
7:15a - 8:30a
ORIGINAL PANCAKE HOUSE