Live Events

We host educational events that feature information on top financial concerns for those at, in or near retirement. Check out our event lineup below for more information.

Receive financial guidance at our next live event as we discuss key concepts, such as:

  • Perfectly legal tax reduction techniques approved by the IRS
  • Implementing a rock solid income strategy for retirement
  • Reducing hidden fees and expenses in your retirement accounts
  • Avoiding the tax torpedo ready to blow up your 2019 tax return
  • Avoiding Social Security taxes during retirement
  • When and how to do a proper Roth conversion
July 7
224 W Wayne St
Fort Wayne, IN 46802 United States

Taking Back Control of Financial Future

The past few months have been unprecedented. From a global pandemic sparking a historic market crash to government-mandated stay-at-home orders – NO ONE would have envisioned 2020 quite like this.If you’re wondering what to do – you are not alone. Trying to make sense of everything can be daunting, and when it comes to your financial future, knowing the right moves can be tricky.

You and a spouse are cordially invited to a critically-timed event for retirees and those retiring soon. Whether you’re concerned about recent market losses and protecting what you have, or you’ve recently lost employment and have questions about what to do with a 401(k) — or whatever your concerns might be — this timely event will entertain and empower you to take back control of your financial future.

You will learn:
• Where we are right now – financially as a country – and how we got here.
• A review of where things could go from here and the key indicators to look toward.
• What YOU can be doing – RIGHT NOW – to help take back complete control over your financial future…no matter what happens.
• While we’re certainly wise not to trust everything the media says, there are a few key things to follow.
• Why volatility would have been high, with or without a pandemic, and why it is likely to continue.
• Why taxes will have to rise at some point in the future and the potential implications on retirement.
• Discover how you might be surprised by how much exposure you actually have in the market.

In times like this, many people are worried about making the “wrong” move. The truth is, for many people, the only “wrong” move may be to simply do nothing. In moments like this, the greatest gift you can have is clarity.

Address

Ruth’s Chris – Fort Wayne
224 W Wayne St
Fort Wayne, IN 46802 United States

July 9
224 W Wayne St
Fort Wayne, IN 46802 United States

Taking Back Control of Financial Future

The past few months have been unprecedented. From a global pandemic sparking a historic market crash to government-mandated stay-at-home orders – NO ONE would have envisioned 2020 quite like this.If you’re wondering what to do – you are not alone. Trying to make sense of everything can be daunting, and when it comes to your financial future, knowing the right moves can be tricky.

You and a spouse are cordially invited to a critically-timed event for retirees and those retiring soon. Whether you’re concerned about recent market losses and protecting what you have, or you’ve recently lost employment and have questions about what to do with a 401(k) — or whatever your concerns might be — this timely event will entertain and empower you to take back control of your financial future.

You will learn:
• Where we are right now – financially as a country – and how we got here.
• A review of where things could go from here and the key indicators to look toward.
• What YOU can be doing – RIGHT NOW – to help take back complete control over your financial future…no matter what happens.
• While we’re certainly wise not to trust everything the media says, there are a few key things to follow.
• Why volatility would have been high, with or without a pandemic, and why it is likely to continue.
• Why taxes will have to rise at some point in the future and the potential implications on retirement.
• Discover how you might be surprised by how much exposure you actually have in the market.

In times like this, many people are worried about making the “wrong” move. The truth is, for many people, the only “wrong” move may be to simply do nothing. In moments like this, the greatest gift you can have is clarity.

Address

Ruth’s Chris – Fort Wayne
224 W Wayne St
Fort Wayne, IN 46802 United States

July 14
224 W Wayne St
Fort Wayne, IN 46802 United States

Taking Back Control of Financial Future

The past few months have been unprecedented. From a global pandemic sparking a historic market crash to government-mandated stay-at-home orders – NO ONE would have envisioned 2020 quite like this.If you’re wondering what to do – you are not alone. Trying to make sense of everything can be daunting, and when it comes to your financial future, knowing the right moves can be tricky.

You and a spouse are cordially invited to a critically-timed event for retirees and those retiring soon. Whether you’re concerned about recent market losses and protecting what you have, or you’ve recently lost employment and have questions about what to do with a 401(k) — or whatever your concerns might be — this timely event will entertain and empower you to take back control of your financial future.

You will learn:
• Where we are right now – financially as a country – and how we got here.
• A review of where things could go from here and the key indicators to look toward.
• What YOU can be doing – RIGHT NOW – to help take back complete control over your financial future…no matter what happens.
• While we’re certainly wise not to trust everything the media says, there are a few key things to follow.
• Why volatility would have been high, with or without a pandemic, and why it is likely to continue.
• Why taxes will have to rise at some point in the future and the potential implications on retirement.
• Discover how you might be surprised by how much exposure you actually have in the market.

In times like this, many people are worried about making the “wrong” move. The truth is, for many people, the only “wrong” move may be to simply do nothing. In moments like this, the greatest gift you can have is clarity.

Address

Ruth’s Chris – Fort Wayne
224 W Wayne St
Fort Wayne, IN 46802 United States

July 15
224 W Wayne St
Fort Wayne, IN 46802 United States

Taking Back Control of Financial Future

The past few months have been unprecedented. From a global pandemic sparking a historic market crash to government-mandated stay-at-home orders – NO ONE would have envisioned 2020 quite like this.If you’re wondering what to do – you are not alone. Trying to make sense of everything can be daunting, and when it comes to your financial future, knowing the right moves can be tricky.

You and a spouse are cordially invited to a critically-timed event for retirees and those retiring soon. Whether you’re concerned about recent market losses and protecting what you have, or you’ve recently lost employment and have questions about what to do with a 401(k) — or whatever your concerns might be — this timely event will entertain and empower you to take back control of your financial future.

You will learn:
• Where we are right now – financially as a country – and how we got here.
• A review of where things could go from here and the key indicators to look toward.
• What YOU can be doing – RIGHT NOW – to help take back complete control over your financial future…no matter what happens.
• While we’re certainly wise not to trust everything the media says, there are a few key things to follow.
• Why volatility would have been high, with or without a pandemic, and why it is likely to continue.
• Why taxes will have to rise at some point in the future and the potential implications on retirement.
• Discover how you might be surprised by how much exposure you actually have in the market.

In times like this, many people are worried about making the “wrong” move. The truth is, for many people, the only “wrong” move may be to simply do nothing. In moments like this, the greatest gift you can have is clarity.

Address

Ruth’s Chris – Fort Wayne
224 W Wayne St
Fort Wayne, IN 46802 United States

July 21
902 E University Dr
Granger, IN 46530) United States

Taking Back Control of Financial Future

The past few months have been unprecedented. From a global pandemic sparking a historic market crash to government-mandated stay-at-home orders – NO ONE would have envisioned 2020 quite like this.If you’re wondering what to do – you are not alone. Trying to make sense of everything can be daunting, and when it comes to your financial future, knowing the right moves can be tricky.

You and a spouse are cordially invited to a critically-timed event for retirees and those retiring soon. Whether you’re concerned about recent market losses and protecting what you have, or you’ve recently lost employment and have questions about what to do with a 401(k) — or whatever your concerns might be — this timely event will entertain and empower you to take back control of your financial future.

You will learn:
• Where we are right now – financially as a country – and how we got here.
• A review of where things could go from here and the key indicators to look toward.
• What YOU can be doing – RIGHT NOW – to help take back complete control over your financial future…no matter what happens.
• While we’re certainly wise not to trust everything the media says, there are a few key things to follow.
• Why volatility would have been high, with or without a pandemic, and why it is likely to continue.
• Why taxes will have to rise at some point in the future and the potential implications on retirement.
• Discover how you might be surprised by how much exposure you actually have in the market.

In times like this, many people are worried about making the “wrong” move. The truth is, for many people, the only “wrong” move may be to simply do nothing. In moments like this, the greatest gift you can have is clarity.

Address

Ruth’s Chris – Granger
902 E University Dr
Granger, IN 46530) United States

July 23
902 E University Dr
Granger, IN 46530) United States

Taking Back Control of Financial Future

The past few months have been unprecedented. From a global pandemic sparking a historic market crash to government-mandated stay-at-home orders – NO ONE would have envisioned 2020 quite like this.If you’re wondering what to do – you are not alone. Trying to make sense of everything can be daunting, and when it comes to your financial future, knowing the right moves can be tricky.

You and a spouse are cordially invited to a critically-timed event for retirees and those retiring soon. Whether you’re concerned about recent market losses and protecting what you have, or you’ve recently lost employment and have questions about what to do with a 401(k) — or whatever your concerns might be — this timely event will entertain and empower you to take back control of your financial future.

You will learn:
• Where we are right now – financially as a country – and how we got here.
• A review of where things could go from here and the key indicators to look toward.
• What YOU can be doing – RIGHT NOW – to help take back complete control over your financial future…no matter what happens.
• While we’re certainly wise not to trust everything the media says, there are a few key things to follow.
• Why volatility would have been high, with or without a pandemic, and why it is likely to continue.
• Why taxes will have to rise at some point in the future and the potential implications on retirement.
• Discover how you might be surprised by how much exposure you actually have in the market.

In times like this, many people are worried about making the “wrong” move. The truth is, for many people, the only “wrong” move may be to simply do nothing. In moments like this, the greatest gift you can have is clarity.

Address

Ruth’s Chris – Granger
902 E University Dr
Granger, IN 46530) United States