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:

  • Thu
    28
    Jun
    2018

    Workshop

    6:00 pmBill Gianino’s

    4571 Chestnut Park Plaza
    St. Louis, MO 63129

  • Mon
    23
    Jul
    2018

    Workshop

    6:00 pmPrasino’s

    1520 S 5th St
    St. Charles, MO 63303

  • Mon
    06
    Aug
    2018

    Workshop

    6:00 pmBill Gianino’s

    4571 Chestnut Park Plaza
    St. Louis, MO 63129

  • Mon
    20
    Aug
    2018

    Workshop

    6:00 pmPrasino’s

    1520 S 5th St
    St. Charles, MO 63303

  • Mon
    17
    Sep
    2018

    Workshop

    6:00 pmBill Gianino’s

    4571 Chestnut Park Plaza
    St. Louis, MO 63129

  • Mon
    08
    Oct
    2018

    Workshop

    6:00 pmPrasino’s

    1520 S 5th St
    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)