From classrooms to libraries, join us to become equipped with the tools and support you need to move toward your retirement goals with confidence.
Spring Park, MN
Learning how to avoid costly mistakes may be the best investment you can make.
Save my seatSan Antonio, TX
Helping those between the ages of 57-67 answer the question: “When should I take Social Security?”
Save my seatOnline
Recent rule changes to Social Security have complicated the retirement decisions facing today's next generation of retirees. New rules, a changing tax and interest rate environment, and stock market volatility make getting the most from Social Security even more important.
Save my seatOnline
Recent rule changes to Social Security have complicated the retirement decisions facing today's next generation of retirees. New rules, a changing tax and interest rate environment, and stock market volatility make getting the most from Social Security even more important.
Save my seatOnline
Recent rule changes to Social Security have complicated the retirement decisions facing today's next generation of retirees. New rules, a changing tax and interest rate environment, and stock market volatility make getting the most from Social Security even more important.
Save my seatWest Chester Township, OH
Ben coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He designs and implements customized strategies all as part of the proprietary process, The Path to Purpose FORMula™. He and his wife Mandy have been happily married since 2004. They were blessed with a son, Cooper, in 2005 and daughter, Claire, in 2011. Their family enjoys being active in their church, traveling, hosting friends and family, spectating at amateur sporting events (especially high school basketball & swimming), and experiencing different cultures. On occasion Ben enjoys playing golf, sometimes in amateur tournaments, which he credits for teaching him patience. He also will tackle the occasional home improvement project, read non-fiction, and watch documentaries. Through experience and “honey-do-lists” Ben has learned to never start a project he’s not ready to finish.
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