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.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
December 4, 2025
6:00p - 7:00p
Eola Community Center
Social Security & Retirement Income seminar
This upcoming event will focus on helping retirees understand and maximize their Social Security benefits. Attendees will have the chance to get answers to their most important retirement questions in a friendly, welcoming environment. Friends and loved ones are encouraged to join, making it a community‑oriented session. Seats are limited, so participants are asked to RSVP early to reserve their spot. 👉 Registration link: https://events.yourretirementtimeline.org/3XZIVU
December 2, 2025
6:00p - 7:00p
Eola Community Center
Social Security & Retirement Income seminar
This upcoming event will focus on helping retirees understand and maximize their Social Security benefits. Attendees will have the chance to get answers to their most important retirement questions in a friendly, welcoming environment. Friends and loved ones are encouraged to join, making it a community‑oriented session. Seats are limited, so participants are asked to RSVP early to reserve their spot. 👉 Registration link: https://events.yourretirementtimeline.org/3XZIVU
May 8, 2025
6:00p - 7:30p
North Central College Wentz Science Center
May 6, 2025
6:00p - 7:30p
North Central College Wentz Science Center
February 25, 2025
6:30p - 7:45p
Downers Grove Library
How to use Social Security in your Retirement Planning
Join us for this open forum class on the in's and out's of using Social Security. Use the sign up link to see available dates at this location.
October 17, 2024
6:30p - 7:30p
AmeriCenter Office Building
April 2, 2024
6:30p - 8:00p
North Central College Wentz Science Center
MAXIMIZING SOCIAL SECURITY & RETIREMENT INCOME - North Central College Wentz Science Center
COORDINATING SOCIAL SECURITY AND RETIREMENT INCOME