Events, education and resources

Events


UPCOMING EVENT

Estate Planning & Family Gifting

February 12th, 2026

John Nersesian from PIMCO will be presenting on Estate Planning & Family Gifting. Bring your family and enjoy this educational and networking event.


The Strand

Naples, Florida

UPCOMING EVENT

Maximizing your Social Security Benefits

April 23rd, 2026

Eliane Simmons spent 34 years working for the Social Security Administration and will be breaking down the laws and regulations beyond this complicated topic. Gain valuable insights to help make an informed decision about how you will approach this asset in retirement.


Erin's Pavilion

Springfield, IL


UPCOMING EVENT

Open House: 1200 Centre West

May 16th, 2026

We are thrilled to welcome you to our new location and updated office! Bring the family to enjoy food trucks, games and a day of good times!


More Details Coming Soon


1200 Centre West

Springfield, IL

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