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:
June 10, 2025
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, 2025
4th of July Holiday 2025 – DFG Closed
12:00 am |
July 15, 2025
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, 2025
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
September 1, 2025
Labor Day 2025 – DFG Closed
12:00 am |
September 9, 2025
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
October 7, 2025
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
November 4, 2025
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
November 27, 2025
Thanksgiving 2025 – DFG Closed
12:00 am |
November 28, 2025
Day After Thanksgiving 2025 – DFG Closed
12:00 am |
Rather Talk One-on-One?
Schedule a call with a member of our team to create your financial strategy today.