Your retirement questions deserve clear answers. Call 330.699.0040.

Join us at one of our local events to learn more about your retirement options and get your questions answered by our team of licensed Retirement Specialists.
Join us at local YMCA Senior Health Fairs throughout the year! Stop by our table to meet the team, ask questions about Medicare and retirement planning, and learn about resources available to help you make informed decisions.
Join us for a day celebrating and resourcing retirees! Attendees will enjoy featured activities, such as a Medicare chat, book signing with the author of The Art of Retirement, and a conversation on estate planning. Other activities will include a fashion show and a scavenger hunt. Pre-register here
Meet our owner & Medicare expert, Lisa, have a cup of coffee (on us), learn more about your Medicare options and get your questions answered in a relaxed setting. Lisa will help you understand what’s changing, what’s available, and how to make the best decisions for your health and retirement.
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