Events

Upcoming Events

March 4, 2024

6:00p - 7:30p

Stone Summit Steak & Seafood

"Passport to Retirement" Dinner Seminar at Stone Summit; Wentzville, MO

Join our Passport to Retirement Seminar to gain expert insights into retirement income/savings, healthcare planning, life insurance, long-term care planning, and estate planning for a secure retirement. Reserve your spot now for a chance to connect with seasoned experts and receive exclusive resources to kickstart your path to financial freedom! 🌟🌐

Past Events

February 6, 2024

6:00p - 7:30p

The Corner Pub & Grill

"Passport to Retirement" Dinner Seminar at The Corner Pub & Grill; O'Fallon, MO

Join our Passport to Retirement Seminar to gain expert insights into retirement income/savings, healthcare planning, life insurance, long-term care planning, and estate planning for a secure retirement. Reserve your spot now for a chance to connect with seasoned experts and receive exclusive resources to kickstart your path to financial freedom! 🌟🌐

January 31, 2024

6:00p - 7:30p

Spiro's Restaurant

"Passport to Retirement" Dinner Seminar at Spiro's Restaurant; St. Charles, MO

Join our Passport to Retirement Seminar to gain expert insights into retirement income/savings, healthcare planning, life insurance, long-term care planning, and estate planning for a secure retirement. Reserve your spot now for a chance to connect with seasoned experts and receive exclusive resources to kickstart your path to financial freedom! 🌟🌐

January 17, 2024

6:00p - 7:30p

Spiro's Restaurant

"Passport to Retirement" Dinner Seminar at Spiro's Restaurant; St. Charles, MO

Join our Passport to Retirement Seminar to gain expert insights into retirement income/savings, healthcare planning, life insurance, long-term care planning, and estate planning for a secure retirement. Reserve your spot now for a chance to connect with seasoned experts and receive exclusive resources to kickstart your path to financial freedom! 🌟🌐

November 7, 2023

6:00p - 7:30p

Stone Summit

November 7, 2023

9:00a - 10:30a

The Shack

November 1, 2023

12:00p - 1:30p

Shamrocks Pub n Grill

October 30, 2023

12:00p - 1:30p

Prados

October 25, 2023

12:00p - 1:30p

Shamrocks Pub n Grill

October 23, 2023

12:00p - 1:30p

Prados

October 17, 2023

6:00p - 7:30p

Stone Summit

October 17, 2023

9:00a - 10:30a

The Shack

October 2, 2023

1:00p - 2:30p

The Waterbury Meeting Center

2024 MEDICARE BENEFITS - Annual Notice of Change

Learn about the upcoming 2024 changes to YOUR Medicare benefits before you get bombarded with commercials, phone calls, postal mailers and door to door sales people. This is your chance to ask questions, check doctors preferred networks, update prescription medications and learn more about the additional benefits offered inside the plan. We will discuss most plans from Medicare Supplements, VA/Tri-Care, Medicare Advantage Plans as well as Medicaid. If you have United Health Care, Aetna, Anthem, Cigna, Humana, Mutual of Omaha, Essence and many more.... this meeting is for you!

October 2, 2023

9:00a - 10:30a

The Waterbury Meeting Center

2024 MEDICARE BENEFITS - Annual Notice of Change

Learn about the upcoming 2024 changes to YOUR Medicare benefits before you get bombarded with commercials, phone calls, postal mailers and door to door sales people. This is your chance to ask questions, check doctors preferred networks, update prescription medications and learn more about the additional benefits offered inside the plan. We will discuss most plans from Medicare Supplements, VA/Tri-Care, Medicare Advantage Plans as well as Medicaid. If you have United Health Care, Aetna, Anthem, Cigna, Humana, Mutual of Omaha, Essence and many more.... this meeting is for you!

August 23, 2023

6:00p - 7:30p

Spiro's

Dinner at Spiro's - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

August 7, 2023

6:00p - 7:30p

Walnut Grill

Dinner at Walnut Grill - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

August 7, 2023

9:00a - 10:30a

iHOP

Breakfast at iHOP - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

July 17, 2023

6:00p - 7:30p

Walnut Grill

Dinner at Walnut Grill - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

July 17, 2023

9:00a - 10:30a

iHOP

Breakfast at iHOP - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

March 13, 2023

6:00p - 7:30p

Stone Summit Steak & Seafood

Dinner at "Stone Summit" - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

March 13, 2023

9:00a - 10:30a

The Shack

Breakfast at "The Shack" - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

March 6, 2023

6:00p - 7:30p

Stone Summit Steak & Seafood

Dinner at "Stone Summit" - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

March 6, 2023

12:30p - 2:00p

Bob Evans

Lunch at "Bob Evans" - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

March 6, 2023

9:00a - 10:30a

The Shack

Breakfast at "The Shack" - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

February 13, 2023

6:00p - 7:30p

Shamrocks

Dinner at "Shamrocks" - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

February 13, 2023

9:00a - 10:30a

The Shack

Breakfast at "The Shack" - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

February 6, 2023

6:00p - 7:30p

Shamrocks

Dinner at "Shamrocks" - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

February 6, 2023

9:00a - 10:30a

The Shack

Breakfast at "The Shack" - Medicare and Retirement Readiness presented by Joseph Corcoran

Spectrum Retirement Solutions is a financial and insurance services firm. We take the time to understand your personal insurance and financial needs and provided unbiased, local advice you can trust. Our goal is to establish a positive and long lasting relationship with each of our clients by providing reliable service and a process that is easy to understand.

November 10, 2022

11:00a - 1:00p

Spectrum Retirement Solutions

Military Veterans Appreciation

Join us for an Open House event as we meet and say "THANK YOU" to our military veterans.  We will have delicious food, drinks, and door prizes. These events are one way we try to show how much we appreciate our veterans.

November 2, 2022

6:00p - 7:30p

Spectrum Retirement Solutions

Medicare 101 Educational Workshop

Our Medicare 101 Educational Workshop will give you the confidence you need to make the right choice for your Medicare plan benefits beginning today and lasting a lifetime.

November 2 - November 3, 2022

9:00a - 10:30a

Spectrum Retirement Solutions

Medicare 101 Educational Workshop

Our Medicare 101 Educational Workshop will give you the confidence you need to make the right choice for your Medicare plan benefits beginning today and lasting a lifetime.

October 24, 2022

6:00p - 7:30p

Spectrum Retirement Solutions

Medicare 101 Educational Workshop

Our Medicare 101 Educational Workshop will give you the confidence you need to make the right choice for your Medicare plan benefits beginning today and lasting a lifetime.

October 24, 2022

9:00a - 10:30a

Spectrum Retirement Solutions

Medicare 101 Educational Workshop

Our Medicare 101 Educational Workshop will give you the confidence you need to make the right choice for your Medicare plan benefits beginning today and lasting a lifetime.

October 19, 2022

9:00a - 10:30a

Main Street Diner

Medicare 101 Educational Workshop

Topics Include: Medicare Updates & Changes for Calendar Year 2023

October 17, 2022

6:00p - 7:30p

Stone Summit Steak & Seafood

Medicare 101 & Estate Planning (Wills, Trust and/or Power-of-Attorneys)

Are you on Medicare or approaching retirement and need help with making healthcare decisions? We are here to help discussing all of the important topics you need to know about your rights, options and entitlements.

October 6, 2022

10:00a - 11:30a

Des Peres Lodge

Annual Notice of Changes for Medicare 2023

Topics include: Medicare Supplements, Medicare Advantage Plans, Prescription Drug Plans, Medicare Important Dates to remember and Changes to Medicare Plans for year 2023

October 4, 2022

1:00p - 2:30p

St. Peters Cultural Arts Center

Annual Notice of Changes for Medicare 2023

Topics include: Medicare Supplements, Medicare Advantage Plans, Prescription Drug Plans, Medicare Important Dates to remember and Changes to Medicare Plans for year 2023

June 15, 2022

6:00p - 7:30p

The Rack House (Kitchen Wine Whiskey)

Retirement Readiness

Come meet us at The Rack House and learn more about who we are and how we can help you. Enjoy a complimentary dinner on us just for coming!

June 14, 2022

6:00p - 7:30p

The Rack House (Kitchen Wine Whiskey)

Retirement Readiness

Come meet us at The Rack House and learn more about who we are and how we can help you. Enjoy a complimentary dinner on us just for coming!

Event Registration