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 5
Social Security Seminar – Dallas, TX
6:30 pm | North Dallas Chamber of Commerce
March 7
Retirement Seminar – Dallas, TX
6:30 pm | St. Martin’s
March 7
Retirement Seminar – Fort Worth, TX
6:30 pm | Pappadeaux Seafood Kitchen Fort Worth
March 7
Taxes in Retirement – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce
March 7
Social Security Seminar – Dallas, TX
6:30 pm | North Dallas Chamber of Commerce
March 7
Retirement Seminar – Sandy, UT
6:30 pm | Tiburon Fine Dining
March 12
Retirement Seminar – Sandy, UT
6:30 pm | Tiburon Fine Dining
March 13
Taxes in Retirement – Allen, TX
6:30 pm | Allen Public Library
March 14
Taxes in Retirement – Allen, TX
6:30 pm | Allen Public Library
March 26
Retirement Seminar – Dallas, TX
6:30 pm | Nick and Sam’s Grill
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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