Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

March 25 or March 26, 2019

Prasino's
1520 South 5th St.
St. Charles, MO 63303
_________________________

April 9 or April 11, 2019

Prasino's
1520 South 5th St.
St. Charles, MO 63303

_________________________

April 16 or April 18, 2019

Balabans
1772 Clarkson Road
Chesterfield, MO 63017

_________________________

May 28 or May 30, 2019

Prasino's
1520 South 5th Street
St. Charles, MO 63303

_________________________

June 4 or June 6, 2019

Prasino's
1520 South 5th Street
St. Charles, MO 63303

_________________________

July 9 or July 11, 2019

Balabans
1772 Clarkson Road
Chesterfield, MO 63017

_________________________

August 27 or August 29, 2019

Prasino's
1520 South 5th Street
St. Charles, MO 63303

_________________________

September 24 or September 26, 2019

Prasino's
1520 South 5th Street
St. Charles, MO 63303

Register for an event

Event Register

*Please No Attendees Under The Age Of 50.  No Agents/Brokers/Advisors Permitted.  Attendance Is At The Discretion Of The Presenter.  DFM Is A Registered Investment Advisory Firm Helping Individuals Create Retirement Strategies Using A Variety Of Investment And Insurance Products To Custom Suit Their Needs And Objectives.  This Presentation Is Designed To Provide General Information On The Subjects Covered.  Investing Involves Risk, Including The Loss Of Principal, And No Investment Strategy Can Guarantee A Profit Or Protect Against Loss In Periods Of Declining Values.  Any Reference To Protection Of  Benefits Or Lifetime Income Refer Only To Fixed Insurance Products, Not Securities Or Investment Products.   Insurance And Annuity Product Guarantees Are Backed By The Financial Strength And Claims-Paying Ability Of The Issuing Insurance Company.

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 1-800-68-DUNCAN (683-8622)

Call Now Button