Attend An Event
Our events focus on common financial concerns that individuals and families face in retirement, things like how mitigate the potential tax burden many face with their retirement accounts, how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Upcoming Community Events
April 10
Eddie Merlot Educational Workshop: ARMOR Up Your Retirement
6:00 pm | Eddie Merlot Polaris
April 15
Eddie Merlot Educational Workshop: ARMOR Up Your Retirement
6:00 pm | Eddie Merlot Polaris
April 22 and April 29
Columbus State Community College – Retirement Class April 22 and 29
6:00 pm | Columbus State Community College
May 8 and May 15
Columbus State Community College – Retirement Class May 8th and 15th
6:00 pm | Columbus State Community College
Rather meet One-on-one?
Schedule your visit with Don to create your financial strategy today.