Retirement Planning Events

Join us at one of our dinner workshops around the valley!

You can't control the market, but you CAN control your financial future.

Upcoming Events:

All workshops begin right at 6:00 PM with check-in starting at 5:30 PM.

Click on your desired date to go to the registration page.

About our Seminars

Will your current approach lead to the retirement you desire?

It seems as if decades of events have happened in a matter of weeks. Your retirement strategy should reflect your comfort -- and your concern -- especially considering the state the market could be in when you retire.

Planning ahead and organizing your portfolio can make all the difference in the future.

Let's take the first step together.

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SEF Radio 2

You'll Learn:

Strategies to help ensure you don't outlive your money

Are your accounts always taxed, sometimes taxed, or never taxed? Learn the difference between tax free vs tax deferred.

Ways to help ensure stock market volatility won't affect your retirement nest egg.

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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

If you have one evening to spare, we'll answer your most pressing retirement questions.

  • What am I forgeting when it comes to my retirement strategy?

  • How will recent tax changes affect my retirement?

  • Is my current retirement strategy prepared for the unexpected?

Upcoming Events:

Click on your desired date to go to the registration page.

Corporate Office:

14155 N. 83rd Ave., Suite 144 | Peoria, AZ 85381
(623) 974-0300 | info@fullertonfp.com

Tempe Office:

600 E. Rio Salado Pkwy., Suite 102 | Tempe, AZ 85281
(480) 912-4500

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods.  Investing involves risk, including the potential loss of principal.  By contacting FFP, you may be provided strategies that utilize insurance products, those guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor.  KFG maintains a co-advisory relationship with AE Wealth Management. Neither the firm nor its agents provide tax or legal advice. The information contained is for educational purposes only and does not intend to make an offer or solicitation.  None of the information contained on this statement shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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