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 27
Taxes in Retirement – Dallas, TX
11:00 am | North Dallas Chamber of Commerce
December 27
Taxes in Retirement – Rockwall, TX
11:30 am | Rockwall Chamber of Commerce
December 27
Taxes in Retirement – Grapevine, TX
6:30 pm | Grapevine Convention Center
December 27
Taxes in Retirement – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce
January 8, 2019
Retirement Seminar – Garland, TX
6:30 pm | Texas Land & Cattle Steak House
January 8, 2019
Taxes in Retirement – Katy, TX
6:30 pm | Cinco Ranch Library
January 8, 2019
Taxes in Retirement – Granbury, TX
6:30 pm | Lake Granbury Conference Center
January 8, 2019
Retirement Seminar – Dallas, TX
6:30 pm | Seasons 52 Northpark
January 8, 2019
Financial Seminar – Plano, TX
6:30 pm | The Keg Steakhouse + Bar
January 10, 2019
Retirement Seminar – Garland, TX
6:30 pm | Texas Land & Cattle Steak House
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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