2019 Client Event


2017 Client Event


2016 Client Event


2014 Client Event

2012 Client Event


At Strategic Wealth Advisory, we believe that while it is important to accumulate wealth for retirement, it is how much of that wealth you get to keep that really counts.  To help you do this, we continually educate ourselves about issues related to financial retirement planning and IRA distribution rules in particular.  We share this information with our clients through individual consultation and periodic workshops.
Earl Schultz, ChFC, president of Strategic Wealth Advisory and Shannon LaRosse, investment advisor representative, are the presenters. Earl is a member of Ed Slott's Master Elite IRA Advisor Group*, through which he has gained significant insight into IRA planning and financial planningJoin Earl and Shannon for a fast-paced financial planning seminar. Space is limited. Sign up today!

*Being a member of Ed Slott's Master Elite IRA Advisor Group does not imply a certain level of skill.

For the workshops listed below, please call our office at 610-404-3014 or 1-877-888-3014.

Check back soon for upcoming events

Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; SC; WV. Shannon- PA. For investment advisory services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill. Plan First, Invest Second and Asset Cycle Portfolio System are registered trademarks of USA Financial Media.

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