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

December 10
Retirement Seminar – South Jordan, UT
6:30 pm | The Wild Rose
December 10
Retirement Seminar – Allen, TX
6:30 pm | Bonefish Grill
December 10
Retirement Seminar – Rockwall, TX
6:30 pm | Culpepper Steak House
December 11
Retirement Seminar – Granbury, TX
6:30 pm | Farina’s Winery & Café
December 12
Retirement Seminar – Granbury, TX
6:30 pm | Farina’s Winery & Café
December 12
Retirement Seminar – South Jordan, UT
6:30 pm | The Wild Rose
December 12
Retirement Seminar – Allen, TX
6:30 pm | Bonefish Grill
December 30
Social Security – Granbury, Texas
6:30 pm | Langdon Center Concert Hall
December 30
Taxes in Retirement – Rockwall, Texas
6:30 pm | Rockwall Chamber of Commerce
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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