We are thrilled to announce our Fall Seminars for 2026!

September 24^th - Planning for Tax Efficient Retirement Withdrawals & Roth Conversions

October 20^th - Medicare: The Basics

November 19^th - Understanding the Roles in an Estate

Click the button to learn more about our seminars and stay tuned for updates on which exciting topics Tim and Max will cover next!

In 2027, we are heading to Canada and we would love for you to join us! We will be offering TWO trips to Canada to our clients in 2027!

For our first trip, Journey Financial is excited to offer our clients the opportunity to experience the breathtaking beauty of the Canadian Rockies aboard the Rocky Mountaineer, with the comfort and luxury of GoldLeaf Service. This unforgettable journey begins in vibrant Vancouver and concludes in Calgary, with premium accommodations and spectacular scenery every step of the way. It truly is a trip of a lifetime.

Our second trip is designed with our fishermen in mind! Join us for an unforgettable adventure at One Man Lake Lodge, an all-inclusive fishing lodge nestled on a remote island along the English River. Enjoy four full days of guided fishing for Walleye, Northern Pike, and Smallmouth Bass. With experienced guides by your side, you'll have the knowledge and support you need to make the most of every day on the water. This trip offers the perfect combination of remote wilderness, great fishing, and an all-inclusive lodge experience.

What truly sets this experience apart is that you are not traveling alone: a Journey Financial team member will be right there with you, every step of the way. This group‑focused design ensures you can travel confidently throughout the trip, ensuring you can relax, bond with fellow clients, and explore without the stress of planning. 

Stay tuned to our website and Facebook for updates!