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Past Events

Social Security Optimization Strategies
Parkview Mirro Center - March 30, 2017

There are 567 ways for a couple to claim Social Security. That’s right. So naturally, most individuals are looking for guidance in this overwhelming, ever-changing area. Social Security 567 is an educational resource for those nearing retirement. Social Security 567 provides educational workshops open to the public across the United States.

As a result of the Bi-Partisan Budget Act of 2015, there were significant changes made to SS claiming strategies that impact many individuals. Marsha will cover these changes in detail and help you learn ways to potentially maximize your benefits for you and/or your survivor(s).

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Unified Loyalty Referral Event - CLIENTS ONLY
Parkview Field - July 1, 2017

We love our clients. They are an extension of our family. We like to express our gratitude for their ongoing support by recognizing those throughout the year who refer our services to their friends and family. Our appreciation is heart-felt and we’re always excited to grow new relationships from those we already have.

Our first event of 2017 was the annual “Patriotic Pops” concert performed by our supremely talented, Fort Wayne Philharmonic! I am so proud of our Phil and love showing my support, as they have brought joy, entertainment and wonderful memories to me and my family throughout the years. Their performance took place directly on the Tin Caps field with our beautiful city skyline serving as the backdrop. After several standing ovations and a poignant tribute to our fearless and loved Veterans, the show was capped off perfectly with a stunning fireworks show over the field! We were escorted in “trolley style” to and from the event, where we enjoyed dinner and drinks in our private Unified Wealth suite. A truly magnificent night!

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Optimizing Your Social Security Benefits
Baker Street - November 1st & 3rd, 2016

This was a complimentarty dinner seminar given to help our guests find a better understanding of when and from where they will receive their income upon retirement. One of the most important hases of retirement planning is understanding Social Security benefits. Social Security is a retirement income source with some control and a variety of selections. Marsha's goal is to remove the confusion and mystery, which seems to surround the Social Security world. She explains the common misconceptions, as well as how to properly coordinate benefits with your spouse and other sources of income. Nothing is sold at her workshops, and we encourage everyone to sit back, relax and learn!

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Women Wine & Wisdom
2EE's Winery - May 19th, 2016


This was a special educational event devoted exclusively to the financial planning needs of women. The evening started with a wine tasting and Hors d'Oeuvres pass, during which our guests had the opportunity to meet with other woman who are entering the same phase of life, and beginning to contemplate the planning of their retirement.  One of our esteemed guest speakers this evening was Nationally Recognized Speaker & Author of "Hiding in My Pajamas", Becky Kueker. A combination memoir and how-to guide, Becky presented a fresh look at the emotional costs of retirement. Recently retired from a successful career as a partner in a commercial architecture firm, she describes in her book, her personal journey (with much humor) of starting a new life and facing the fear and anxiety associated with aging. Each guest received a signed copy of Becky’s book as a gift for attending our special event this evening.

Our other guest speaker tonight was Mark D'Orio, CFA, CIO. Mark has been featured in Investor's Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University and is a Chartered Financial Analyst (CFA). Mark is also a member of the CFA Institute and CFA Society of Chicago. He offered commentary on his market insights along with a current market update.

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