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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 20, 2024

11:30a - 1:30p

Chulo's Templeton

Tenet Health 401k rollover educational workshop

Come and get free education and a great lunch.

October 26, 2022

6:00p - 8:00p

Cool Hand Luke's

Surviving Retirement

YOU WILL LEARN THE FOLLOWING TOPICS IN EASY TO UNDERSTAND TERMS: -How to help protect your money against future drops in the market without completely sacrificing the chance to grow your money now -What is the outlook on inflation and possible ways to adjust portfolio allocations to offset the current cycle -How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive -How to help preserve capital, diversify your portfolio and reallocate your assets according to your family's unique needs

May 18, 2022

6:00p - 7:30p

Madonna Inn

Surviving Retirement

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November 25, 2021

4:00p - 5:00p

Galaxy Theater

Client friends and family Christmas party

We love our clients and Christmas! Hoping to see everyone at our Christmas Party on December 2nd at the Galaxy Theater. Check in starts at 3:30.

May 13, 2020

2:00p - 2:15p

Zoom Meeting

The CARES Act: How will the recent COVID-19 volatility impact your Retirement Plan?

You are invited to learn about the new reality of what retirement planning looks like today and how it can impact you and your family’s future. This educational session is beneficial for those who are already enjoying retirement or those who are just planning ahead. The specialists will discuss strategies aimed at helping you preserve your capital, potentially get more income, decrease your risk and possibly reduce your tax burden. You will leave with valuable information you can act upon immediately.

Event Registration