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

February 27
Retirement Seminar – Granbury, TX
6:30 pm | Eighteen Ninety Grille and Lounge
February 27
Retirement Seminar – Allen, TX
6:30 pm | BRIO Tuscan Grille
February 27
Retirement Seminar – Draper, UT
6:30 pm | Toscano
March 10
Retirement Seminar – Plano, TX
6:30 pm | The Keg Steakhouse + Bar – Plano
March 12
Retirement Seminar – Plano, TX
6:30 pm | The Keg Steakhouse + Bar – Plano
March 17
Taxes in Retirement – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce
March 17
Taxes in Retirement – Grapevine, TX
6:30 pm | The Rec – Grapevine
March 19
Taxes in Retirement – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce
March 19
Taxes in Retirement – Grapevine, TX
6:30 pm | The Rec – Grapevine
March 24
Social Security – Granbury, TX
6:30 pm | Langdon Center Concert Hall
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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