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Learning Center

Please check back for our latest events, workshops and educational courses. They range from social security to tax planning and all other areas of financial planning. Spots fill up quick, so we ask that if you would like to attend, please register below.

 

October 23, 2018

6:00p - 8:00p

Erie Intermodal Transportation Center

[RE]Focus Retirement

Retirement isn’t a scary prospect when you have a plan that is designed to maneuver the changing landscape! Refocus Retirement is your opportunity to change the way you look at planning so you're prepared for the challenges today while embracing your tomorrow.

 

October 25, 2018

1:00p - 3:00p

Erie Intermodal Transportation Center

[RE]Focus Retirement

Retirement isn’t a scary prospect when you have a plan that is designed to maneuver the changing landscape! Refocus Retirement is your opportunity to change the way you look at planning so you're prepared for the challenges today while embracing your tomorrow.

Event Registration

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