TAG Events
At The Advisory Group (TAG), we believe in empowering you through knowledge and connection. Our events offer more than just financial insights – they’re opportunities to learn, engage and connect.
The TAG Learning Center offers:
- Quarterly workshops: In-depth seminars on key financial topics
- Expert speakers: Insights from financial professionals and community leaders
- Interactive sessions: Engage, ask questions, and clarify complex concepts
Social Security Discussion
- February 17, 2026
At this workshop you will learn:
- 5 factors to consider when deciding to apply for benefits.
- When it makes sense to delay benefits – and when it does not.
- Why you should always check your earnings record for accuracy.
- And much more!
At the TAG Learning Center (Home Office: 2210 E 52nd St, Davenport, IA 52807)
Tax Discussion
- March 17, 2026
Get a head start on shaping your Financial Strategies for 2026. Learn how to plan proactively for your retirement, legacy, and peace of mind. We will go over how taxes, investments, insurance, and estate planning work together, and review strategies for reliable, inflation-adjusted, sustainable income throughout your retirement.
At the TAG Learning Center
(Home Office: 2210 E 52nd St, Davenport, IA 52807)
Tax Discussion
- March 19, 2026
Get a head start on shaping your Financial Strategies for 2026. Learn how to plan proactively for your retirement, legacy, and peace of mind. We will go over how taxes, investments, insurance, and estate planning work together, and review strategies for reliable, inflation-adjusted, sustainable income throughout your retirement.
At the TAG Learning Center
(Home Office: 2210 E 52nd St, Davenport, IA 52807)
Tax Dinner Seminar
- March 26, 2026
Get a head start on shaping your Financial Strategies for 2026. Learn how to plan proactively for your retirement, legacy, and peace of mind. We will go over how taxes, investments, insurance, and estate planning work together, and review strategies for reliable, inflation-adjusted, sustainable income throughout your retirement.
At Biaggi’s Ristorante Italiano
(Biaggi’s Ristorante Italiano: 5195 Utica Ridge Rd, Davenport, IA 52807)
Tax Dinner Seminar
- March 31, 2026
Get a head start on shaping your Financial Strategies for 2026. Learn how to plan proactively for your retirement, legacy, and peace of mind. We will go over how taxes, investments, insurance, and estate planning work together, and review strategies for reliable, inflation-adjusted, sustainable income throughout your retirement.
At Biaggi’s Ristorante Italiano
(Biaggi’s Ristorante Italiano: 5195 Utica Ridge Rd, Davenport, IA 52807)
Tax Discussion
- April 9, 2026
Get a head start on shaping your Financial Strategies for 2026. Learn how to plan proactively for your retirement, legacy, and peace of mind. We will go over how taxes, investments, insurance, and estate planning work together, and review strategies for reliable, inflation-adjusted, sustainable income throughout your retirement.
At the TAG Learning Center
(Home Office: 2210 E 52nd St, Davenport, IA 52807)
Tax Discussion
- April 14, 2026
Get a head start on shaping your Financial Strategies for 2026. Learn how to plan proactively for your retirement, legacy, and peace of mind. We will go over how taxes, investments, insurance, and estate planning work together, and review strategies for reliable, inflation-adjusted, sustainable income throughout your retirement.
At the TAG Learning Center
(Home Office: 2210 E 52nd St, Davenport, IA 52807)
Tax Dinner Seminar
- April 16, 2026
Get a head start on shaping your Financial Strategies for 2026. Learn how to plan proactively for your retirement, legacy, and peace of mind. We will go over how taxes, investments, insurance, and estate planning work together, and review strategies for reliable, inflation-adjusted, sustainable income throughout your retirement.
At Biaggi’s Ristorante Italiano
(Biaggi’s Ristorante Italiano: 5195 Utica Ridge Rd, Davenport, IA 52807)
Tax Dinner Seminar
- April 22, 2026
Get a head start on shaping your Financial Strategies for 2026. Learn how to plan proactively for your retirement, legacy, and peace of mind. We will go over how taxes, investments, insurance, and estate planning work together, and review strategies for reliable, inflation-adjusted, sustainable income throughout your retirement.
At Biaggi’s Ristorante Italiano
(Biaggi’s Ristorante Italiano: 5195 Utica Ridge Rd, Davenport, IA 52807)
Shred Event
- April 25, 2026
- 9:00 AM - 12:00 PM
Stop by our office between 9am and Noon to drop off those documents you’ve been meaning to get rid of! We’ll have the big shredder truck to do the hard work for you.
At the TAG Home Office
(Home Office: 2210 E 52nd St, Davenport, IA 52807)
Please fill out this form to learn more about and register for our upcoming events.
