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:

April 9
Retirement Event
6:00 pm | Greensleeves Steakhouse- Redlands
April 11
Retirement Event
6:00 pm | Greensleeves Steakhouse- Redlands

Northern California UPCOMING EVENTS:

March 26
Retirement Event
6:00 pm | Scott’s Seafood Grill & Bar – Folsom
March 28
Retirement Event
6:00 pm | Scott’s Seafood Grill & Bar – Folsom
April 9
Retirement Event
6:00 pm | Sienna Restaurant – Roseville
April 10
Retirement Event
6:00 pm | Sienna Restaurant – Roseville

San Diego County UPCOMING EVENTS:

April 2
Retirement Event
6:00 pm | Larsen’s Steakhouse- San Diego
April 3
Retirement Event
6:00 pm | Larsen’s Steakhouse- San Diego

Ventura County UPCOMING EVENTS:

No upcoming events.

Santa Barbara County UPCOMING EVENTS:

March 26
Retirement Event
6:00 pm | Convivo- Santa Barbara
March 28
Retirement Event
6:00 pm | Convivo- Santa Barbara
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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)