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Educational Workshops

JOIN US FOR AN EDUCATIONAL DINING EVENT

In the Roanoke area? Come have lunch with us at 419 West Restaurant. Join Financial Advisors, Jack Havice & Don Lilly, for an upcoming Retirement Workshop. 

Choose the date that works best for you:

Tuesday April 1st @ 11:30AM OR Thursday April 3rd @ 11:30AM.

Register to attend one of these sessions by calling:
☎️540-380-8340 
or RSVPing online by visiting:
https://www.myrsvp.biz/seminar/?id=265081

Learn about:

  •  Medicare Updates
  •  Social Security
  •  Rising Inflation & Stock Market Volatility
  •  Enroll in supplemental insurance 
  • Retirement Income & the Secure Act
  •  Long-term Care Planning 

Seating is limited 

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Customer Reviews
5/5

Great Firm!!!

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Medicare S
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This is a great company to do business with. They are very knowledgeable and...

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5 stars!

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Great company managed by experts in the industry. Very responsive and...

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Great company to work with. Very attentive and responsive to every question...

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