Seminars
Please Join Us!
If you want to learn more about the factors that may influence your retirement and the solutions available, we may be able to help. When developing a retirement strategy, we believe that knowledge is power. This is why we host no-cost, no-obligation educational dinner seminars to provide retirees and people approaching retirement with up-to-date information.
Enjoy a complimentary gourmet dinner while learning about important topics. For example, learn how changes to tax laws and rising living costs may affect your retirement strategy, how to safeguard your retirement savings from losses* (even in a market downturn), and more.
We hold these events because we feel it is critical to educate pre-retirees and retirees so that they can make sound decisions for their future.
Interested in attending a seminar?
Reach out to us. Events tend to fill up quickly, so contact us as soon as possible. Please fill out the form below to let us know where you’re located. We’ll be in touch about upcoming seminars in your area.