If you are approaching retirement and have $250,000 or more in retirement assets, join us at Maggiano’s Little Italy in Brentwood on Tuesday, May 21 or Wednesday, May 22 at 6:30 p.m.

This event will help you create a retirement plan aligned with your long-term goals, regardless of short-term market volatility. We will be joined by Chad Morganlander, Senior Portfolio Manager at Washington Crossing Advisors, a Stifel-affiliated investment manager.

Market volatility makes investing stressful, especially when your retirement is at stake. To keep your retirement on track, you don’t need a sales pitch for another complex “silver bullet” product. You need a partner to help develop your personalized investment plan designed around your needs.

During the event we will discuss your first steps in starting your retirement plan and strategies for aligning your retirement investments with your long-term goals.

Event Location Details

Maggiano’s Little Italy at The Boulevard
#2 The Boulevard Saint Louis
Richmond Heights, MO 63117
Click here for directions to the restaurant.


To reserve your seat at the Maggiano’s Little Italy on Tuesday, May 21 or Wednesday, May 22 at 6:30 p.m., please fill out the contact form below, or call us at (636) 695-2650.

Guest Name(s), Phone, and E-Mail*:
Event Date Requested*: Tuesday, May 21 at 6:30 p.m.Wednesday, May 22 at 6:30 p.m.
Additional Notes or Questions*: