Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

October 20
Better Living Showcase
10:00 am | Mohegan Sun Pocono Hotel & Convention Center
FREE ADMISSION

Join us at NEPA’s premiere event on successful aging and preparing for life after retirement. Enjoy food and live entertainment while speaking to the area’s foremost experts in their fields. Whether you’re in retirement, caring for an aging parent or simply believe it’s never too early to start planning, this is your chance to get key information on:

  • Health & Wellness
  • Travel & Recreation
  • Medical Products
  • Wealth Management
  • Senior Living
  • Estate Planning
  • Healthcare
  • Diet & Exercise

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 570.489.4142

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