Attendees gained insights on balancing risk, generating income, and addressing tax considerations in retirement.
Fleming’s Prime Steakhouse & Wine Bar – September 23 & 25, 2025
1855 S Lindbergh Blvd, Saint Louis, MO 63131
We welcomed another group to Retirement Under Fire, where the conversation focused on preserving assets, generating income, and planning with greater clarity.
Twisted Tree Steakhouse – October 7 & 9, 2025
10701 Watson Rd, St. Louis, MO 63127
We hosted an evening dinner for Retirement Under Fire, where attendees explored strategies for managing risk, minimizing taxes, and strengthening their retirement plan.
The Brass Rail - October 22 & 23, 2025
4601 State Hwy K O'Fallon, MO 63368
During Retirement Under Fire, we shared insights on managing risk, building reliable income, and addressing tax considerations in retirement.
Lombardo’s Restaurant – November 11 & 13, 2025
10488 Natural Bridge Rd, St. Louis, MO 63134
Guests joined us for The 3 Secrets to Secure Your Retirement, an evening centered on strategies to help protect savings, avoid common retirement mistakes, and build a more stable income plan.
Il Bel Lago – December 2 & 4, 2025
11631 Olive Blvd, St. Louis, MO 63141
The sessions covered practical steps to manage taxes, create reliable income, and build a more predictable financial path in retirement.
Lombardo’s Restaurant – January 13 & 15, 2026
10488 Natural Bridge Rd, St. Louis, MO 63134
As part of Social Security Secrets, attendees explored ways to maximize lifetime benefits and better understand how Social Security fits into their overall income plan.
Tucanos Brazilian Grill – January 27 & 29, 2026
1520 S 5th St, #100, St. Charles, MO 63303
This session of Surviving Retirement focused on practical approaches to generating income, navigating financial risks, and planning with greater clarity in retirement.
Kreis’ Steakhouse - February 3 & 5, 2026
535 S Lindbergh Blvd, St. Louis, MO 63131
We guided attendees through practical strategies around protecting savings, generating income, and planning for taxes in retirement.
Bristol Seafood Grill - February 18 & 19, 2026
11801 Olive Blvd, Creve Coeur, MO 63141
We guided attendees through practical strategies around protecting savings, generating income, and planning for taxes in retirement.
Past Client Events
Vue 17, University Tower | February 20, 2025
1034 S Brentwood Blvd, St. Louis, MO 63117
Guests gathered for an evening of wine and discussion, where Marvin Mitchell shared insights on tax strategies and trusts, helping attendees better understand how to plan for long-term financial stability.
The Biergarten at Anheuser-Busch | April 17, 2025
1200 Lynch St, St. Louis, MO 63118
During Wine & Wisdom, guests enjoyed an evening of conversation and connection while gaining insights on market volatility, portfolio longevity, and strategies to stay on track in retirement.
Orlando's Event Center | March 20, 2025
2050 Dorsett Village Maryland Heights, MO 63043
During Annuity Demystified, attendees joined a relaxed and informative discussion on how annuities fit into a broader financial plan, with clear, easy-to-follow insights that helped simplify a commonly misunderstood topic.
Black and Gold Ball | Mahler Ballroom | October 30, 2025
4915 Washington Ave, St. Louis, MO 63108
Our annual Ambassador Event brought clients and guests together for an evening of appreciation, connection, and shared celebration.
Compass Retirement Solutions Headquarters | November 21, 2025
10326 Old Olive St Rd, Creve Coeur, MO 63141
Our Pie Day Open House gave clients a chance to reconnect, give back, and enjoy time together during the holiday season.
Maggiano's Little Italy | February 13, 2026
2 The Blvd, Richmond Heights, MO 63117
The Valentine's Day Luncheon brought clients together for an afternoon of connection, conversation, and community.
Maggiano's Little Italy | February 27, 2026
2 The Blvd, Richmond Heights, MO 63117
Maggiano's Little Italy | May 9, 2025
#2 The Boulevard Richmond Heights, MO 63117
We gathered at Maggiano’s to celebrate the incredible women who nurture, lead, and inspire us every day. Thank you for joining us for a beautiful morning of laughter, connection, and appreciation. Because you’re worth it—today and always
Compass Retirement Solutions Headquarters | June 7, 2025
10326 Old Olive St Rd, Creve Coeur, MO 63141
This unique event featured an on-site shred truck, a free lunch and more. Clients who RSVP'd, brought their statements, bills, reports or other documents to shred.
Topgolf | June 13, 2025
16851 N Outer 40 Rd, Chesterfield, MO 63005
During our Father’s Day event, guests enjoyed a relaxed afternoon of golf, lunch, and time together in a casual setting designed for connection and fun.
Team Community Engagement
Compass Retirement Solutions Headquarters | August 4, 2025
10326 Old Olive St Rd, Creve Coeur, MO 63141
Our “Stuff the Backpack” School Drive is a simple way for our clients to give back to local students in the St. Louis community. We invited our clients to drop off school supplies at our office to help ensure children have the tools they need for a successful school year. Together, we can make a meaningful impact, one backpack at a time.
Compass Retirement Solutions Headquarters | December 12, 2025
10326 Old Olive St Rd, Creve Coeur, MO 63141
Our annual Adopt-A-Family program is a meaningful way we partner with our clients to give back during the holiday season. Over the course of a few weeks, clients can participate by purchasing and sending gifts for a local family in need, helping make their Christmas special. It’s a simple but powerful way to spread generosity and make a lasting impact together.
