Events

  • Understanding Medicare | 11.18.25

    Virtual

    Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation: Presented by … Continue reading

  • Income for Life | 12.2.25

    Virtual

    You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? Join us for this exclusive seminar where we'll dive deep into ways to build wealth potential and income for life. The seminar will include a live Q&A where you can get the answers to your income … Continue reading

  • Drifty’s Polar Parade at Swift Creek Mill Theatre

    Join us for a festive holiday performance for the whole family. Details: Date: Sunday, December 7th Time: Doors open at 1:00pm. Show starts at 1:30pm Show Length: 45 minutes Location: Swift Creek Mill Theatre, 17401 US Route 1, S. Chesterfield 23834 Admission: $5 adults | Children 17 and under FREE Enjoy hot chocolate, Drifty cookies, and a photo opportunity with … Continue reading

  • Understanding Your Rollover Options | 12.16.25

    Virtual

    Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings. Start finding answers at … Continue reading