Get the information that can help you live a confident retirement.

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:

May 22
Retirement Event
6:00 pm | Vellano – Chino Hills
June 4
Retirement Event
6:00 pm | Fleming’s- Rancho Cucamonga
June 6
Retirement Event
6:00 pm | Fleming’s- Rancho Cucamonga

Northern California UPCOMING EVENTS:

May 21
Retirement Event
6:00 pm | Sienna Restaurant – Roseville

San Diego County UPCOMING EVENTS:

May 21
Retirement Event
6:00 pm | Vintana Wine + Dine- Escondido
May 30
Retirement Event
6:00 pm | Vintana Wine + Dine- Escondido
June 12
Retirement Event
6:00 pm | Eddie V’s- San Diego
June 18
Retirement Event
6:00 pm | Eddie V’s- San Diego

Ventura County UPCOMING EVENTS:

May 21
Retirement Event
6:00 pm | Larsens Grill – Oxnard

Santa Barbara County UPCOMING EVENTS:

No upcoming events.

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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 (877) 213-SAFE (7233)