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

June 4
Retirement Seminar – Dallas, TX
6:30 pm | Maguire’s Restaurant
June 4
Retirement Seminar – Dallas, TX
6:30 pm | Arthur’s Prime Steaks & Seafood
June 4
Retirement Seminar – Plano, TX
6:30 pm | The Keg Steakhouse + Bar – Plano
June 6
Retirement Seminar – Dallas, TX
6:30 pm | Arthur’s Prime Steaks & Seafood
June 6
Retirement Seminar – Plano, TX
6:30 pm | The Keg Steakhouse + Bar – Plano
June 11
Retirement Seminar – Dallas, TX
6:30 pm | Maguire’s Restaurant
June 18
Taxes In Retirement Seminar – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce
June 18
Retirement Seminar – Granbury, TX
6:30 pm | Eighteen Ninety Grille and Lounge
June 20
Taxes In Retirement Seminar – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce
June 20
Retirement Seminar – Granbury, TX
6:30 pm | Eighteen Ninety Grille and Lounge
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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