Seminars

Retirement Dinner Events

Upcoming Dinners

Beginning January 10th, 2023, all events begin right at 6:30 PM with check-in starting at 6:00 PM.

Join us at one of our dinner workshops around the Valley! You can't control the market, but you CAN control your financial future. Click on your desired date to go to the registration page.

What You'll Learn

  •    Strategies to help ensure you don't outlive your money.
  •    Are your accounts always, sometimes, or never taxed?
  •     Learn the difference between tax free vs tax deferred.
  •    Ways to help ensure stock market volatility won't affect your retirement portfolio.

You'll also hear about:

Sneaky fees that could be lurking in plain sight.

How the Secure Act could affect your retirement.

Income strategies to protect your earnings, yet still generate growth.

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