Our Calendar

Available Seminars:  

Identity Theft - In the last 12 months alone, 9 million Americans were victimized by identity theft but there are steps you can take today to safeguard your personal information.

Six steps to Retirement -  Get answers to the retirement questions that matter most to you and learn the Envision process.

Medicare/Medicaid - There's more to Medicare than turning 65. If you miss enrollment dates, you may pass up certain benefits forever. 

Real Life Retirement Wisdom for Women - 91% of women say their number one goal is to save enough for retirement, so why don't enough women do it?  We can help you discover the answers to the most important questions

Call or send an email for additional information regarding times and locations for these seminars.   

** If you would be interested in having us share with your group or organization, please contact us to discuss your needs regarding one of the above mentioned seminars or customize your needs.  Other topic are available upon request.    Just click on the contact us tab and we will respond to your request.

Check back with us for additional upcoming events!