Attend a Seminar
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
UPCOMING SEMINARS:
We hope you’ll join us for an upcoming seminar!
*Note: If registration is full, we can add you to our wait list.
Tue, Aug 27
Learn How to Avoid Costly Mistakes
6:30 pm | Perry’s – Katy | Katy
Wed, Aug 28
Learn How to Avoid Costly Mistakes
6:00 pm | Perry’s – La Cantera | San Antonio
Tue, Sep 03
Learn How to Avoid Costly Mistakes
6:30 pm | Café Blue | Bee Cave
Tue, Sep 10
Learn How to Avoid Costly Mistakes
6:30 pm | Fleming’s – The Woodlands | The Woodlands
Tue, Sep 10
Learn How to Avoid Costly Mistakes
6:30 pm | Gennaro’s Villa di Campagna | Canyon Lake
Wed, Sep 11
Learn How to Avoid Costly Mistakes
6:30 pm | Gennaro’s Villa di Campagna | Canyon Lake
Tue, Sep 17
Learn How to Avoid Costly Mistakes
6:30 pm | Fleming’s – The Woodlands | The Woodlands
Tue, Sep 24
Learn How To Avoid Costly Mistakes
6:30 pm | The Gruene Door | New Braunfels
Tue, Sep 24
Learn How to Avoid Costly Mistakes
6:30 pm | Steiner Ranch Steakhouse | Austin
Tue, Sep 24
Learn How to Avoid Costly Mistakes
6:30 pm | Perry’s – Memorial City | Houston
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.
