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.
Meet Lisa, one of our owners (and resident Medicare expert), 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.
You and age appropriate guests are invited to attend a Medicare Class and enjoy dinner on us. Please feel free to bring your spouse, significant other, or anyone else who is researching Medicare for their health benefits.
*There is absolutely no cost or obligation for you to attend but due to limited seating you must register using the information provided below
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.
1421 S Nickelplate St, Louisville
976 Canal St, Canal Fulton
428 King Church Ave SW, Uniontown
1333 North Park Ave NW, Canton
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