Please Join Us!
Complimentary & Educational
Seminars
If you’re interested in learning more about the factors that may impact your retirement strategy (and the options available to you), we may be of assistance. We believe that when developing a retirement strategy, knowledge is power. For this reason, we host no-cost dinner seminars with up-to-date information on important topics for retirees and those approaching retirement.
Enjoy a gourmet meal (also no-cost) while getting informed on some important topics. For example;
How tax laws and the rising cost of living could affect your retirement strategy
Safeguarding your retirement funds from loss (even in the case of a market downturn)
Options to lessen the burden of taxes on your retirement income
And more!
Calendar of Events
Do Not Delete This Section
Reserve Your Seat!
We Look Forward To Meeting You!
We hold these events because we believe it’s vital to educate pre-retirees and retirees so that they can make informed decisions about their futures. Interested in attending one of our events? Seats tend to fill up quickly, so reserve your spot as soon as possible. We look forward to seeing you there.