Events & Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

Upcoming Seminars

About Our Seminars

Since nothing in life is truly free, please accept a delicious dinner in exchange for the most valuable commodity you possess — your time. We encourage you to bring up to 3 adult guests, including your spouse, to our upcoming seminar:

A Confident Financial Future

  • 7 Common Financial Tools — suitability for retirement income portfolio
  • Risk vs. Safety — age-appropriate decisions for your assets
  • Social Security Benefits — how to retain more
  • Long-Term Care — resolving the dilemma

Seats fill up fast, so call 855-318-8387 to reserve your spots today!