Take the first step toward reaching your financial goals


Get the information that can help you live a confident retirement.

Attend a Complimentary Event

Our events 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 complimentary events to learn how addressing these concerns can help you feel more confident about the days ahead.

December 1
Dinner Seminar at McCormick & Schmick’s
6:00 pm | McCormick & Schmick’s Seafood & Steaks
January 17, 2023
Dinner Seminar at J. Gilbert’s
6:00 pm | J. Gilbert’s Wood-Fired Steaks & Seafood
January 19, 2023
Dinner Seminar at J. Gilbert’s
6:00 pm | J. Gilbert’s Wood-Fired Steaks & Seafood
February 7, 2023
Dinner Seminar at Marina 27 Steak & Seafood
6:00 pm | Marina 27 Steak & Seafood
February 9, 2023
Dinner Seminar at Marina 27 Steak & Seafood
6:00 pm | Marina 27 Steak & Seafood
February 21, 2023
Dinner Seminar at Piropo’s
6:00 pm | Piropos Restaurant – Briarcliff
February 23, 2023
Dinner Seminar at Trezo Mare
6:00 pm | Trezo Mare Restaurant & Lounge
March 14, 2023
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern
March 16, 2023
Dinner Seminar at Pearl Tavern
6:00 pm | Pearl Tavern

Rather meet One-on-one?

Schedule a complimentary visit with one of our team to create your financial strategy today.

Or give us a call at 913.685.9422