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

Check back soon for more tax events!

Medicare & Social Security Educational Workshop

In this course, you will learn:
  • How Medicare works and what to expect with each plan option
  • How to avoid the most common enrollment mistakes
  • When you should enroll in Medicare
  • When to enroll to avoid unnecessary penalties
  • What couples should consider when choosing Medicare plans
  • What are Medigap Plans and how do they work
  • When to file for Social Security
  • What strategies to use to maximize your benefits

Medicare Educational Workshop

In this course, you will learn:
  • How Medicare works and what to expect with each plan option
  • How to avoid the most common enrollment mistakes
  • How to choose which part D prescription to be on
  • How little known IRMAA rules might double or triple your Medicare premiums 
  • When you should enroll in Medicare
  • When to enroll to avoid unnecessary penalties
  • What couples should consider when choosing Medicare plans
  • What are Medigap Plans and how do they work
Event Full

May 21, 2024 @ 6:30 PM

Alcott Center

530 Bernard Dr
Buffalo Grove, IL 60089

Event Full

May 23, 2024 @ 6:30 PM

Alcott Center

530 Bernard Dr
Buffalo Grove, IL 60089

Event Full

June 25, 2024 @ 6:30 PM

University Center of Lake County

1200 University Center Drive
Grayslake, IL 60030

Event Full

June 27, 2024 @ 6:30 PM

University Center of Lake County

1200 University Center Drive
Grayslake, IL 60030

Get In Touch Today

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