Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

September 10, 2019
Retirement Income Planning
6:00 pm | McCormick & Schmick’s Seafood & Steaks
September 12, 2019
Retirement Income Planning
6:00 pm | McCormick & Schmick’s Seafood & Steaks
September 26, 2019
Retirement Income Planning
6:00 pm | Sienna Restaurant
October 1, 2019
Retirement Income Planning
6:00 pm | Sienna Restaurant
October 15, 2019
Taxes Today
6:00 pm | Clubhouse at Woodcreek
October 17, 2019
Taxes Today
6:00 pm | Clubhouse at Woodcreek
November 12, 2019
Smart Women Smart Retirement
6:00 pm | Clubhouse at Woodcreek
November 14, 2019
Smart Women Smart Retirement
6:00 pm | Clubhouse at Woodcreek
February 6, 2020
Smart Women Smart Retirement
6:00 pm | LaProvence
February 11, 2020
Smart Women Smart Retirement
6:00 pm | LaProvence
March 12, 2020
Smart Couples Smart Retirement
6:00 pm | McCormick & Schmick’s Seafood & Steaks
March 10, 2020
Smart Couples Smart Retirement
6:00 pm | McCormick & Schmick’s Seafood & Steaks
March 31, 2020
Advanced Retirement Planning
6:00 pm | Sienna Restaurant
April 2, 2020
Advanced Retirement Planning
6:00 pm | Sienna Restaurant
April 21, 2020
Smart Women Smart Retirement
6:00 pm | McCormick & Schmick’s Seafood & Steaks
April 23, 2020
Smart Women Smart Retirement
6:00 pm | McCormick & Schmick’s Seafood & Steaks
May 7, 2020
Smart Couples Smart Retirement
6:00 pm | Scotts Seafood
May 12, 2020
Smart Couples Smart Retirement
6:00 pm | Scotts Seafood
June 2, 2020
Advanced Retirement Planning
6:00 pm | LaProvence
June 4, 2020
Advanced Retirement Planning
6:00 pm | LaProvence
August 11, 2020
Advanced Retirement Planning
6:00 pm | Scotts Seafood
August 13, 2020
Advanced Retirement Planning
6:00 pm | Scotts Seafood
September 8, 2020
Smart Couples Smart Retirement
6:00 pm | McCormick & Schmick’s Seafood & Steaks
September 10, 2020
Smart Couples Smart Retirement
6:00 pm | McCormick & Schmick’s Seafood & Steaks
September 22, 2020
Smart Women Smart Retirement
6:00 pm | Scotts Seafood
September 24, 2020
Smart Women Smart Retirement
6:00 pm | Scotts Seafood
October 13, 2020
Advanced Retirement Planning
6:00 pm | LaProvence
August 15, 2020
Advanced Retirement Planning
6:00 pm | LaProvence
October 29, 2020
Smart Couples Smart Retirement
6:00 pm | Sienna Restaurant
November 3, 2020
Smart Couples Smart Retirement
6:00 pm | Sienna Restaurant
October 15, 2020
Advanced Retirement Planning
6:00 pm | LaProvence
October 11, 2020
Optimize Your Social Security Benefits – Webinar
9:30 am | Webinar
October 12, 2020
Optimize Your Social Security Benefits – Webinar
5:00 pm | Webinar
October 11, 2020
Building Your Fiscal DREAM House – Webinar
8:00 am | Webinar
October 12, 2020
Building Your Fiscal DREAM House – Webinar
12:30 pm | Webinar
October 9, 2020
$2.2 Trillion Stimulus and Its Impact On Your Retirement – Webinar
3:00 pm | Webinar
October 10, 2020
$2.2 Trillion Stimulus and Its Impact On Your Retirement – Webinar
9:00 am | Webinar
October 10, 2020
$2.2 Trillion Stimulus and Its Impact On Your Retirement – Webinar
4:00 pm | Webinar
November 30, 2020
Smart Women Smart Retirement
12:00 am | Webinar
August 17, 2021
Advanced Retirement
6:30 pm | Studio Movie Grill
September 14, 2021
Women & Wealth
6:30 pm | Studio Movie Grill
September 16, 2021
Women & Wealth
6:30 pm | Studio Movie Grill
October 12, 2021
Advanced Retirement
6:30 pm | Studio Movie Grill
October 14, 2021
Advanced Retirement
6:30 pm | Studio Movie Grill
October 21, 2021
Advanced Retirement
6:30 pm | Studio Movie Grill
October 26, 2021
Advanced Retirement
6:30 pm | Studio Movie Grill
April 19
ROADMAP TO RETIREMENT AND BEYOND
6:00 pm | Studio Movie Grill
April 21
ROADMAP TO RETIREMENT AND BEYOND
6:00 pm | Studio Movie Grill
May 10
ROADMAP TO RETIREMENT AND BEYOND
6:00 pm | Studio Movie Grill
May 12
ROADMAP TO RETIREMENT AND BEYOND
6:00 pm | Studio Movie Grill

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Or give us a call at 916-367-6430