Attend a Workshop
Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to be proactive against high-income taxes, prepare for unexpected medical expenses, and ways to create income to help support your desired lifestyle.
Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Workshops:
April 29
LIVE Educational Workshop
6:30 pm | In Bartlett Area (we will give you exact location during confirmation call back). Bartlett Area
Bartlett, IL 60103 United States
Bartlett, IL 60103 United States
May 6
LIVE Educational Workshop
6:30 pm | In Bartlett Area (we will give you exact location during confirmation call back). Bartlett Area
Bartlett, IL 60103 United States
Bartlett, IL 60103 United States
May 26
Memorial Day 2025 – DFG Closed
12:00 am |
June 3
LIVE Educational Workshop
6:30 pm | In Bartlett Area (we will give you exact location during confirmation call back). Bartlett Area
Bartlett, IL 60103 United States
Bartlett, IL 60103 United States
June 5
LIVE Educational Workshop
6:30 pm | In Bartlett Area (we will give you exact location during confirmation call back). Bartlett Area
Bartlett, IL 60103 United States
Bartlett, IL 60103 United States
July 4
4th of July Holiday 2025 – DFG Closed
12:00 am |
July 15
LIVE Educational Workshop
6:30 pm | In Bartlett Area (we will give you exact location during confirmation call back). Bartlett Area
Bartlett, IL 60103 United States
Bartlett, IL 60103 United States
July 22
LIVE Educational Workshop
6:30 pm | In Bartlett Area (we will give you exact location during confirmation call back). Bartlett Area
Bartlett, IL 60103 United States
Bartlett, IL 60103 United States
August 12
LIVE Educational Workshop
6:30 pm | In Bartlett Area (we will give you exact location during confirmation call back). Bartlett Area
Bartlett, IL 60103 United States
Bartlett, IL 60103 United States
August 19
LIVE Educational Workshop
6:30 pm | In Bartlett Area (we will give you exact location during confirmation call back). Bartlett Area
Bartlett, IL 60103 United States
Bartlett, IL 60103 United States
Rather Talk One-on-One?
Schedule a call with a member of our team to create your financial strategy today.