OCTOBER 2025
Thursday, October 16th at 6:30 PM – Surviving Retirement Dinner Seminar
The Boathouse – Winona Lake, IN
Join us for an educational dinner seminar where Dan Kerr, Co-Founder & CEO of Heritage Financial Planning, will reveal proven strategies to help you preserve your wealth, generate more income, and reduce your tax burden in retirement. Learn how to protect your assets from market volatility, inflation, and rising taxes—while avoiding the most common mistakes retirees make.
NOVEMBER 2025
Tuesday, November 4th at 6:30 PM – Surviving Retirement Dinner Seminar
The Brass Rail – Plymouth, IN
Join us for an educational dinner seminar where Dan Kerr, Co-Founder & CEO of Heritage Financial Planning, will reveal proven strategies to help you preserve your wealth, generate more income, and reduce your tax burden in retirement. Learn how to protect your assets from market volatility, inflation, and rising taxes—while avoiding the most common mistakes retirees make.
Thursday, November 6th at 6:30 PM – Surviving Retirement Dinner Seminar
The Brass Rail – Plymouth, IN
Join us for an educational dinner seminar where Dan Kerr, Co-Founder & CEO of Heritage Financial Planning, will reveal proven strategies to help you preserve your wealth, generate more income, and reduce your tax burden in retirement. Learn how to protect your assets from market volatility, inflation, and rising taxes—while avoiding the most common mistakes retirees make.
DECEMBER 2025
Tuesday, December 9th at 6:30 PM – Surviving Retirement Dinner Seminar
Charlie Creek Inn Rooftop Cloud Club Room – Wabash, IN
Join us for an educational dinner seminar where Dan Kerr, Co-Founder & CEO of Heritage Financial Planning, will reveal proven strategies to help you preserve your wealth, generate more income, and reduce your tax burden in retirement. Learn how to protect your assets from market volatility, inflation, and rising taxes—while avoiding the most common mistakes retirees make.
Thursday, December 11th at 6:30 PM – Surviving Retirement Dinner Seminar
Charlie Creek Inn Rooftop Cloud Club Room – Wabash, IN
Join us for an educational dinner seminar where Dan Kerr, Co-Founder & CEO of Heritage Financial Planning, will reveal proven strategies to help you preserve your wealth, generate more income, and reduce your tax burden in retirement. Learn how to protect your assets from market volatility, inflation, and rising taxes—while avoiding the most common mistakes retirees make.
