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

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.

View our schedule below to pick the seminar that is most convenient for you, then register below!

Upcoming Events

November 27
Social Security Seminar – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce
November 27
Retirement Planning Seminar – Dallas, TX
6:30 pm | Maguire’s Restaurant
November 27
Taxes in Retirement – Katy, TX
6:30 pm | Cinco Ranch Library
November 27
Retirement Planning Seminar – Granbury, TX
6:30 pm | Farina’s Winery & Café
November 28
Social Security Seminar – McKinney, TX
6:30 pm | John and Judy Gay Public Library
November 28
Retirement Planning Seminar – Richardson, TX
6:30 pm | The Texas
November 29
Social Security Seminar – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce
November 29
Retirement Planning Seminar – Dallas, TX
6:30 pm | Maguire’s Restaurant
November 29
Retirement Planning Seminar – Granbury, TX
6:30 pm | Farina’s Winery & Café
December 3
Retirement Planning Seminar – Richardson, TX
6:30 pm | The Texas
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Rather Meet One-on-One?

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

Or give us a call at 214.771.3363