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 19
Retirement Seminar – Wills Point, TX
6:30 pm | Four Winds Steakhouse
February 19
Retirement Seminar – Garland, TX
6:30 pm | Texas Land & Cattle Steak House
February 19
Retirement Seminar – Plano, TX
6:30 pm | Maggiano’s Little Italy – The Shops at Willow Bend
February 21
Retirement Seminar – Wills Point, TX
6:30 pm | Four Winds Steakhouse
February 21
Retirement Seminar – Plano, TX
6:30 pm | The Keg Steakhouse + Bar
February 26
Retirement Seminar – Garland, TX
6:30 pm | Texas Land & Cattle Steak House
February 28
Retirement Seminar – Fort Worth, TX
6:30 pm | Pappadeaux Seafood Kitchen Fort Worth
March 5
Retirement Seminar – Dallas, TX
6:30 pm | St. Martin’s
March 5
Taxes in Retirement – Rockwall, TX
6:30 pm | Rockwall Chamber of Commerce
March 5
Social Security Seminar – Dallas, TX
6:30 pm | North Dallas Chamber of Commerce
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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