Smart Couples Smart Retirement

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

The Retirement Seminar

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.

“Smart Couples, Smart Retirement™”

-The retirement seminar

Discover strategies to live rich — and finished rich — together.
Based on the time-tested principles of “Smart Couples Finish Rich” by nine-time New York Times bestselling author David Bach!

book

UPCOMING EVENTS:

May
07
Folsom, CA
Smart Couples Smart Retirement
Scotts Seafood | 6:00 pm
May
12
Folsom, CA
Smart Couples Smart Retirement
Scotts Seafood | 6:00 pm
Sep
08
Roseville, CA
Smart Couples Smart Retirement
McCormick & Schmick’s Seafood & Steaks | 6:00 pm
Sep
10
Roseville, CA
Smart Couples Smart Retirement
McCormick & Schmick’s Seafood & Steaks | 6:00 pm
Oct
29
Roseville, CA
Smart Couples Smart Retirement
Sienna Restaurant | 6:00 pm
Nov
03
Roseville, CA
Smart Couples Smart Retirement
Sienna Restaurant | 6:00 pm
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