Attend one of our


If you’re interested in learning more about the factors that will influence your retirement and the options open to you, we might be able to help. We believe that knowledge is power when it comes to forming your retirement strategy. This is why we organize our no-cost educational dinner seminars, to keep retirees and pre-retirees up to date on relevant topics. Enjoy a delicious gourmet meal (also no-cost) while learning about topics such as:

  • How to safeguard your retirement savings from loss
  • Strategies for achieving a reasonable rate of return**
  • How tax laws and the rising cost of living may affect your retirement strategy
  • And more
clients enjoying a pasta dinner
couples eating at a dinner seminar

Reach Out And Register

We host these events because we believe in educating retirees and pre-retirees so that they may make the best personal decisions for themselves. Interested in attending a seminar? Reach out to us. Events tend to fill up quickly, however, so be sure to book your seat as soon as possible.

Register For an Event

Let us know the area that you are located in and we will reach out to you about upcoming retirement seminars in your area. 

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