Grow With Us

Register To Attend A Workshop

For accommodations of individuals with special needs at meetings, please call 847.499.3454. Calling the agent will direct you to a licensed sales agent.

Taxes in Retirement

In this course, you will learn to:
  • Understand the potential impact of taxes on retirement income
  • Navigate the tax code when positioning assets to generate income
  • Leave a tax-free and tax-favored legacy
  • The SECURE Act 2.0 law was recently passed; find out how it may affect your retirement
Event Full

June 13, 2023 @ 6:30 PM

First Draft Grayslake

250 Cty A27
Grayslake, IL 60030

Event Full

June 19, 2023 @ 5:45 PM

Biaggi’s Ristorante Italiano

Town Center, 20560 N Rand Rd
Deer Park, IL 60010

Event Full

June 21, 2023 @ 5:45 PM

Biaggi’s Ristorante Italiano

Town Center, 20560 N Rand Rd
Deer Park, IL 60010

Event Full

June 26, 2023 @ 5:45 PM

Biaggi’s Ristorante Italiano

Town Center, 20560 N Rand Rd
Deer Park, IL 60010

Medicare Workshop

In this course, you will learn:
  • How Medicare works and what each of the plan options entails
  • Enrollment periods to help avoid unnecessary penalties
  • How to choose a Medicare Part D prescription drug plan
  • What are Medigap Plans and how they work
Event Full

June 12, 2023 @ 6:30 PM

First Draft Grayslake

250 Cty A27
Grayslake, IL 60030

Event Full

June 15, 2023 @ 6:30 PM

First Draft Grayslake

250 Cty A27
Grayslake, IL 60030

Get In Touch Today

Learn how we can help you minimize your stress and maximize your life.