Upcoming Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


November 8, 2018


November 15, 2018

6:00p - 9:00p Eastern Standard Time

Maggiano's Little Italy

Fashion Mall at Keystone

3550 East 86th St

Indianapolis, IN 46240

Reservation number: (800) 327-1446


Today's Retirement Outlook

Discussion Highlights Include

• Have you lost money in market downturns? Concerned that
   history may repeat itself?
• What is the best strategy to maximize your Social Security
• With national debt now over 20 trillion and uncertainty about
  future taxes on IRAs and 401(k)s being prime targets - Learn
  possible ways to defend yourself.
• IRA Rollovers - What you need to know about potential tax
• Learn how to protect your assets without purchasing
  long-term care insurance.
• How to have lawsuit protection & Avoid Costly Probate.

Please no attendees under the age of 55. No Agents/Brokers/Advisors Permitted.
Not affiliated with the Social Security Administration or any other government agency.
Seating is limited.