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Seminar Information

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We strive to simplify your financial life and provide you retirement freedom to focus on your passions and be confident about your future.

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Upcoming Seminars

These in-person educational seminars are designed for individuals approaching retirement and address general retirement planning and income planning topics. The information presented is educational in nature and intended to increase awareness of common retirement considerations. Keep checking back for more seminar dates to be added.


Our Next Seminar Dates:

  • Tuesday, July 28 and Thursday, July 30 | Cedar Rapids, IA
    • Where: Kingston's Steakhouse, 568 Boyson Rd NE STE. 100, Cedar Rapids, IA 52402
    • Time: 6:00 pm
    • RSVP Required
    • Registration Link: Coming Soon


  • Tuesday, September 15 | Cedar Falls, IA
    • Where: TBD
    • Time: 6:00 pm - 7:00 pm
    • Topic: 5 Pillars of Retirement
    • Registration link: Coming Soon


  • Tuesday, October 6 | Cedar Rapids, IA
    • Where: TBD
    • Time: 6:00 pm - 7:00 pm
    • Topic: 5 Pillars of Retirement
    • Registration link: Coming Soon


  • Tuesday, October 20 | Cedar Falls, IA
    • Where: TBD
    • Time: 6:00 pm - 7:00 pm
    • Topic: 5 Pillars of Retirement
    • Registration link: Coming Soon

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