Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 25, 2022

6:30p - 8:00p

AMC Traders Point 12 Movie Theartre

Baby Boomer Dilemma Movie Showing

You and Your Spouse or Guest Are Cordially Invited for a Complimentary Showing of the Baby Boomer Dilemma. This documentary focuses on the greatest financial challenge facing our nation today: How to fund a secure retirement that may span decades? The rules have changed and the goal posts are moving. This is a must see movie for anyone that intends to retire some day. You and your spouse or guest are cordially invited for a complimentary showing of the Baby Boomer Dilemma. This special event is by invitation only and seating is limited, so please reserve your space today! Call 317-852-9774

September 24, 2020

1:00p - 1:30p

We willl be using Go to meeting

August 6, 2020

1:00p - 1:45p

New to GoToMeeting? Get the app now and be ready when your first meeting starts:

April 3, 2020

5:00p - 6:30p

Our Office

What the Secure Act means for your Retirement- Cancelled due to Covid-19

Due to Covid-19 we will be cancelling this event. We hope to schedule this in the near future with a webinar.

November 1, 2019

5:00p - 7:00p

Strong Retirement Office

November 1st First Friday - End of Year

End of year planning. More information to follow. Please note: First Friday events are for current clients and their invited guests only. Please click on "Event Website" to register as space is limited.

Event Registration

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