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

March 25
Social Security Seminar – Arlington, TX
6:30 pm | Mercury Chop House
March 26
Taxes In Retirement Seminar – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce
March 26
Social Security Seminar – Arlington, TX
6:30 pm | Mercury Chop House
March 28
Taxes In Retirement Seminar – Grapevine, TX
6:30 pm | Pappadeaux Seafood Kitchen – Grapevine
April 2
Taxes In Retirement Seminar – Grapevine, TX
6:30 pm | Pappadeaux Seafood Kitchen – Grapevine
April 2
Retirement Seminar – Dallas, TX
6:30 pm | Nick and Sam’s Grill
April 2
Retirement Seminar – Dallas, TX
6:30 pm | Seasons 52 Northpark
April 4
Retirement Seminar – Dallas, TX
6:30 pm | Nick and Sam’s Grill
April 4
Retirement Seminar – Dallas, TX
6:30 pm | Seasons 52 Northpark
April 4
Retirement Seminar – Sherman, TX
6:30 pm | Fulbelli’s Restaurant
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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