Ambassador Events

As a TAG Ambassador, you play a vital role in helping others take meaningful steps toward their financial goals. Our exclusive events are a way to show our appreciation, giving you opportunities to enjoy unique experiences throughout the year.

Shred Event

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)

Tax Discussion

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

At the TAG Learning Center
(Home Office: 2210 E 52nd St, Davenport, IA 52807)

Tax Discussion

At the TAG Learning Center
(Home Office: 2210 E 52nd St, Davenport, IA 52807)

Tax Discussion

At the TAG Learning Center
(Home Office: 2210 E 52nd St, Davenport, IA 52807)

Tax Dinner Seminar

At Biaggi’s Ristorante Italiano
(Biaggi’s Ristorante Italiano: 5195 Utica Ridge Rd, Davenport, IA 52807)

Tax Dinner Seminar

At Biaggi’s Ristorante Italiano
(Biaggi’s Ristorante Italiano: 5195 Utica Ridge Rd, Davenport, IA 52807)

Tax Dinner Seminar

At Biaggi’s Ristorante Italiano
(Biaggi’s Ristorante Italiano: 5195 Utica Ridge Rd, Davenport, IA 52807)

Social Security Discussion

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)

Social Security Discussion

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 Dinner Seminar

At Biaggi’s Ristorante Italiano
(Biaggi’s Ristorante Italiano: 5195 Utica Ridge Rd, Davenport, IA 52807)

POZ Workshop 1 - Session 1

This 2-night course will cover retirement planning strategies that are often overlooked and how they can be implemented.

At St. Ambrose University
(St. Ambrose University: 518 W Locust St, Davenport, IA 52803)