Calendar

Check back for future seminar dates.

Educational Workshops

      Retirement Planning Today - An Educational Course for Adults



  • Oct 13 and Oct 20 -  Indiana University of PA at Northpointe
  • Oct 18 and Oct 25 -  Indiana University of PA at Northpointe 


This educational workshop focuses on many of the concepts that individuals encounter while making, or think of making, the transition into retirement.  Some of the topics include Retirement Needs and Expenses, Retirement Roadblocks and Mistakes, Life Planning, Investments, and Risk and Investment Protection.

The workshop is 2 three-hour classes.  The cost is $49 per couple which includes a professionally-designed workbook. 

**Please call our office for further details or to register



Dates to Remember

September 5, 2011 - Labor Day - The Neely Group will be closed in observance of the Holiday.

October 10, 2011 - Columbus Day - It's not too early to start think about year-end tax strategies.  Call our office to schedule an appointment.

November 24, 2011 - Thanksgiving Day - The Neely Group will be closed in observance of the Holiday.

November 25, 2011 - Black Friday - The Neely Group will be closed at 1:00 pm.

December 26, 2011 - Christmas Day - The Neely Group will be closed in observance of the Holiday.