Educational Seminars 

Dinner Seminars are temporarily on hold due to Coronavirus. Please call 312-796-7400 to register for a virtual on line seminar.

WE INVITE YOU TO JOIN US FOR A

COMPLIMENTARY GOURMET MEAL AND EDUCATIONAL RETIREMENT PLANNING PRESENTATION!

Send us a quick message and a member of our staff will reach out to you with upcoming dinner presentations in your area. We look forward to meeting you soon!

At the seminar, you will learn about:

  • Strategies to feel good about preparing for retirement
  • Strategies that can help rebuild your financial needs
  • Strategies in challenging times
  • Strategies to help achieve financial goals
  • Strategies to help achieve your long-term financial goals
  • Feeling good about your retirement strategies
  • Feeling confident about your retirement savings strategies
  • How you can get income that you won't outlive*
  • Information about IRA's and tax deferral characteristics **
  • Things to think about that may be more appropriate for your financial needs
  • How our clients have kept their money safe from market declines
  • Options that let you avoid taxes on IRA distributions**
  • Products that keep your principal safe from market declines*

To attend an upcoming seminar, send your information below

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*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation