Upcoming Events

It can be difficult to make financial decisions without access to the right information. We're committed to helping you make informed decisions about your financial future.

Join us at an event!

At The Advantage Retirement Group, we hold Coaching classes for our clients and the greater community that feature information on various topics. Often, our events include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend an upcoming event.

Upcoming Event Calendar

Call us at (800) 807-3847 or email us at info@savingtheinvestor.com for upcoming event dates.

Retirement Planning Kit

Before you can plan your retirement, you need to know the facts. This helpful Retirement Kit includes three separate guides that address several topics you should consider when planning your retirement.


Enter your information to receive our complimentary Retirement Kit!