Take the first step toward reaching your financial goals
Get the information that can help you live a confident retirement.
Attend an Educational Workshop
Our educational workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our educational workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
January 12, 2027
Spotting Scams & Protecting Your Money
5:30 pm | URAG Office
January 23, 2027
Social Security, Medicare & Tax Workshop
9:00 am | Montgomery County Community College – Room 2901
January 26, 2027
Social Security, Medicare & Tax Workshop
6:30 pm | Montgomery County Community College – Room 2901
January 28, 2027
Social Security, Medicare & Tax Workshop
6:30 pm | Montgomery County Community College – Room 2901
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.
