(877) 213-SAFE (7233)Our workshops discuss a number of different topics, including the Trump tax changes, Social Security, retirement savings and paying attention to the big picture of retirement.
Attend one of our workshops 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!
Southern California UPCOMING EVENTS:
September 18
Retirement Event
6:00 pm | Ponte Winery- Temecula
September 24
Retirement Event
6:00 pm | Fleming’s- Rancho Cucamonga
September 25
Retirement Event
6:00 pm | Fleming’s- Rancho Cucamonga
October 3
Retirement Event
6:00 pm | Ronald H. Roberts Temecula Public Library- Temecula
Northern California UPCOMING EVENTS:
September 17
Retirement Event
6:00 pm | Union Brick by Wedgewood Weddings (formally The Falls Event Center)
September 24
Retirement Event
6:00 pm | Sienna Restaurant – Roseville
September 25
Retirement Event
6:00 pm | Sienna Restaurant – Roseville
October 1
Retirement Event
6:00 pm | Sienna Restaurant – Roseville
October 3
Retirement Event
6:00 pm | Sienna Restaurant – Roseville
San Diego County UPCOMING EVENTS:
Ventura County UPCOMING EVENTS:
September 17
Retirement Event
6:00 pm | Camarillo Library Community Room- Camarillo
Santa Barbara County UPCOMING EVENTS:
No upcoming events.
Rather Meet One-on-One?
Schedule a meeting with our team to create your financial strategy today.