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:

April 21
Smart Women Smart Retirement
6:00 pm-7:30 pm | McCormick & Schmick’s Seafood & Steaks
April 23
Smart Women Smart Retirement
6:00 pm-7:30 pm | McCormick & Schmick’s Seafood & Steaks
May 7
Smart Couples Smart Retirement
6:00 pm-7:30 pm | Scotts Seafood
May 12
Smart Couples Smart Retirement
6:00 pm-7:30 pm | Scotts Seafood
June 2
Advanced Retirement Planning
6:00 pm-7:30 pm | LaProvence
June 4
Advanced Retirement Planning
6:00 pm-7:30 pm | LaProvence
August 11
Advanced Retirement Planning
6:00 pm-7:30 pm | Scotts Seafood
August 13
Advanced Retirement Planning
6:00 pm-7:30 pm | Scotts Seafood
August 15
Advanced Retirement Planning
6:00 pm-7:30 pm | LaProvence
September 8
Smart Couples Smart Retirement
6:00 pm-7:30 pm | McCormick & Schmick’s Seafood & Steaks
September 10
Smart Couples Smart Retirement
6:00 pm-7:30 pm | McCormick & Schmick’s Seafood & Steaks
September 22
Smart Women Smart Retirement
6:00 pm-7:30 pm | Scotts Seafood
September 24
Smart Women Smart Retirement
6:00 pm-7:30 pm | Scotts Seafood
October 13
Advanced Retirement Planning
6:00 pm-7:30 pm | LaProvence
October 15
Advanced Retirement Planning
6:00 pm-7:30 pm | LaProvence
October 29
Smart Couples Smart Retirement
6:00 pm-7:30 pm | Sienna Restaurant
November 3
Smart Couples Smart Retirement
6:00 pm-7:30 pm | Sienna Restaurant
team

Rather Meet
One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 916-367-6430