Throughout the year we will be doing a few events like this just to say "Thank you". We sincerely appreciate your trust and we look forward to being part of your journey. This would be a great event to bring a prospective client too! We want to work with folks just you and the best...

A time to relax and be appreciated. New Friendships are often developed as clients are able to socialize with like minded individuals. This is always a favorite client event. Please feel free to bring a guest or two! We appreciate the introductions. There is no charge for this event but it is an invite only...

Education Workshop: What's New With Social Security- 7 Topics to Watch in 2018 A new generation is getting ready to collect Social Security. Find out what you need to know to make the most out of your retirement benefits. Hosted By: Philip Lockwood, AIF ® Savvy Social Security Planning Tues, June 26th, 2018 5:00 PM -...

Education Workshop: Savvy Social Security Planning for Women A new generation is getting ready to collect Social Security. Find out what you need to know to make the most out of your retirement benefits. Hosted By: Philip Lockwood, AIF ® Savvy Social Security Planning Thurs, June 28th, 2018 3:00 PM - 4:00 PM CDT Social Security...