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Our Events

Special Report

GO HERE to request a copy of our Exclusive Special Report, Is Now The Time to Upgrade Your Lifestyle (And Your Financial Advisor)? 

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Seminar

Income Tax Reduction and Estate Tax Elimination

This seminar answers the most pressing questions retirees want to know!

Your Choice: March 21st or 23rd, 2023

  • Tuesday, March 21st (hors d'oeuvres): 5:30 p.m.
  • Thursday, March 23rd (lunch): 12:00 p.m.

Downtown Bistro - 123 N. Broad St - Lancaster

We Will Help You Discover How You Can:

  • Create Income Tax Deductions
  • Avoid Double Taxation On Your "IRS-Targeted" Retirement Accounts
  • Legally Bypass Capital Gains Taxes On Stocks, Bonds and Real Estate
  • Reduce And Even Eliminate Income Taxes On Your IRA and 401(k)
  • Convert Unused Assets Into A Tax Advantaged Income You Can't Outlive
  • Save Taxes Using Strategies The IRS Wants You To Use... and much more!

Caveat:  There will be nothing to buy, just valuable rarely-shared-in-public information
Limited Offer:  Every attendee will receive a FREE Action Guide.



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Webinar

Chatting with Chad - Next Episode TBA

Date/Time TBA

Chatting with Chad will return soon, dates and times to be announced. 


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Top Gun Maverick Private Screening

We hosted a private screening of Top Gun Maverick, which was a high-flying way to kick off Memorial Day weekend! More than 140 clients, friends and family packed the theater for this much anticipated movie premier! Guests enjoyed popcorn and soda while wearing their custom aviator sunglasses and watching the supersonic action adventure. 

    


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Ribbon Cutting Ceremony

Our ribbon cutting ceremony took place on March 3, 2022, and it was a huge success! 


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