Dinner Seminar
Free to attend · guests welcome
TUESDAY
Sep 15
Morton's The Steakhouse – Scottsdale
15233 N Kierland Blvd, Scottsdale, AZ 85254
6:30 PM–8:00 PM MST
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Seminars
Get a head start on retirement.
Free evening seminars across the Valley: clear answers on income, taxes, and market risk, served with a good dinner.
Are these for you?
Retirement questions deserve straight answers.
Planning for retirement can feel overwhelming. Markets move, tax rules keep changing, and the strategies get complex fast. You don't have to navigate it alone: our complimentary seminars are built to give you the knowledge and tools to make informed decisions about your future.
- Income security. Strategies that aim to help ensure you don't outlive your savings.
- Taxes in retirement. How your accounts are taxed: always, sometimes, or never.
- Tax-advantaged strategies. Tax-free versus tax-deferred, and how to make the most of each.
- Market volatility. Potential ways to help safeguard your portfolio from stock market swings.
Hidden fees
Uncover the quiet fees that could be eating away at your investments without you realizing it.
The SECURE Act
How the latest retirement legislation could affect your long-term plans.
Income growth strategies
How to help protect your income while still leaving room for growth.
On the calendar
Upcoming seminars
Seating is limited and evenings fill quickly. Registration is handled by our event partner; the button below reserves your seat.
Dinner Seminar
Free to attend · guests welcome
WEDNESDAY
Sep 16
Fleming's Prime Steakhouse – Peoria
9712 W Northern Ave, Peoria, AZ 85345
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Sep 17
Fleming's Prime Steakhouse – Peoria
9712 W Northern Ave, Peoria, AZ 85345
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Sep 17
Morton's The Steakhouse – Scottsdale
15233 N Kierland Blvd, Scottsdale, AZ 85254
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
TUESDAY
Sep 22
Fleming's Prime Steakhouse – Chandler
905 N 54th St, Chandler, AZ 85226
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Sep 24
Fleming's Prime Steakhouse – Chandler
905 N 54th St, Chandler, AZ 85226
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
TUESDAY
Oct 6
Arrowhead Grill – Glendale
8280 W Union Hills Dr, Glendale, AZ 85308
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Oct 8
Arrowhead Grill – Glendale
8280 W Union Hills Dr, Glendale, AZ 85308
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
TUESDAY
Oct 13
Morton's The Steakhouse – Scottsdale
15233 N Kierland Blvd, Scottsdale, AZ 85254
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Oct 15
Morton's The Steakhouse – Scottsdale
15233 N Kierland Blvd, Scottsdale, AZ 85254
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
TUESDAY
Oct 20
Fleming's Prime Steakhouse – Peoria
9712 W Northern Ave, Peoria, AZ 85345
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Oct 22
Fleming's Prime Steakhouse – Peoria
9712 W Northern Ave, Peoria, AZ 85345
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
TUESDAY
Oct 27
Fleming's Prime Steakhouse – Chandler
905 N 54th St, Chandler, AZ 85226
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Oct 29
Fleming's Prime Steakhouse – Chandler
905 N 54th St, Chandler, AZ 85226
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
TUESDAY
Nov 3
Arrowhead Grill – Glendale
8280 W Union Hills Dr, Glendale, AZ 85308
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Nov 5
Arrowhead Grill – Glendale
8280 W Union Hills Dr, Glendale, AZ 85308
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
TUESDAY
Nov 10
Fleming's Prime Steakhouse – Chandler
905 N 54th St, Chandler, AZ 85226
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Nov 12
Fleming's Prime Steakhouse – Chandler
905 N 54th St, Chandler, AZ 85226
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
TUESDAY
Dec 1
Fleming's Prime Steakhouse – Chandler
905 N 54th St, Chandler, AZ 85226
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Dec 3
Fleming's Prime Steakhouse – Chandler
905 N 54th St, Chandler, AZ 85226
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
TUESDAY
Dec 8
Arrowhead Grill – Glendale
8280 W Union Hills Dr, Glendale, AZ 85308
6:30 PM–8:00 PM MST
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Dinner Seminar
Free to attend · guests welcome
THURSDAY
Dec 10
Arrowhead Grill – Glendale
8280 W Union Hills Dr, Glendale, AZ 85308
6:30 PM–8:00 PM MST
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Our next round of seminar dates is being scheduled. Call 623-974-0300 and we'll let you know as soon as the calendar opens, or meet with us one-on-one in the meantime.
Why attend
Education first, no pressure.
Our mission is to serve and empower the community through financial stewardship. A seminar evening is exactly that: practical education on the concerns retirees actually face, not a sales pitch.
- No cookie-cutter advice. We cover the pressing issues facing retirees today, with real numbers.
- Timely and impactful. The rules changing right now: taxes, legislation, income strategy.
- The local team. The same Valley advisors you'd meet at our Peoria, Tempe, and Scottsdale offices.
Can't make a seminar? Meet with us one-on-one instead
Every seminar ends with the same offer: a complimentary conversation about your retirement.
Schedule your free retirement reviewor call us at 623-974-0300