Upcoming Events

Exclusive Dinner Event – On Us!

Is it Possible to Enjoy Your Golden Years with the Thought of Rising Taxes, Unaffordable Healthcare and a Social Security System Facing a Financial Crisis?

The Answer Is YES!

Learning how to avoid unnecessary mistakes might be the best investment you can make, so call 800-898-3572 and make your Dinner Reservation today!

Date:
Tuesday – April 21st, 2026
Time:
6:30pm
Location: 
Stone Creek Dining Company
13904 Town Center Blvd Unit 900
Noblesville, IN 46060
Date:
Thursday – April 23rd, 2026
Time:
6:30pm
Location: 
Stone Creek Dining Company
13904 Town Center Blvd Unit 900
Noblesville, IN 46060

What You’ll Learn

  • New tax law alert: The One Big Beautiful Bill (OBBB) just created important changes to retirement tax and income rules — discover planning strategies that can positively impact your lifestyle.
  • The two biggest reasons your lifetime tax bill may be much higher than you expect — and how to help protect your savings now.
  • Preparing for the next market shift – discover how our exclusive portfolio stress test could help you fortify your allocation against volatility and falling interest rates.
  • How families can grow and protect wealth by integrating every piece: Income, Investments, Taxes, Healthcare and Legacy — INTO ONE COHESIVE PLAN!
Reserve Your Complimentary Dinner Seats To One of Our Events Below
Call Now! - RSVPRSVP Now!

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Meet the High Point Retirement Team

Each of our team members is here to serve you impeccably and work in tandem with one each other and our clients. We invite you to browse through these individual pages to learn more about each team member, their unique background, experience, focus areas, and their approach to work.