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
August 20
224 W Wayne St
Fort Wayne, 46802 United States

Live Event

Address

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

August 22
224 W Wayne St
Fort Wayne, 46802 United States

Live Event

Address

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

August 27
1066, 700 Park Ave
Winona Lake, IN 46590 United States

Live Event

Address

Boathouse Restaurant
1066, 700 Park Ave
Winona Lake, IN 46590 United States

September 10
902 E University Dr
Granger, IN 46530) United States

Live Event

Address

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

September 12
902 E University Dr
Granger, IN 46530) United States

Live Event

Address

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

September 17
224 W Wayne St
Fort Wayne, 46802 United States

Live Event

Address

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

September 19
224 W Wayne St
Fort Wayne, 46802 United States

Live Event

Address

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

October 8
902 E University Dr
Granger, IN 46530) United States

Live Event

Address

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