CLIENT EVENTS
Welcome to our client events page where you can register for our upcoming webinars, seminars, and fun client exclusive events that we create to deepen your financial knowledge and connect you with other members of the ever-growing TRS Family. Sign up today!

Denver Dinner – May 23, 2025
(Hacienda Colorado)
The event will begin with the presentation followed by delicious entrees and chocolate piñata dessert at a local restaurant near the Denver office.
- Date: May 23, 2025
- Time: 5:00pm – 7:00pm MST
- Location: Hacienda Colorado (10500 Bierstadt Way, Englewood, CO 80112)

2025 State of the Union – Webinar – May 29, 2025
(Virtual)
The webinar presentation will be a 30 minute long content of State of the Union, company updates, and announcements led by TRS President, Tom Black followed by a 30 minute live Q&A session.
- Date: May 29, 2025
- Time: 1:30pm – 2:30pm PST
- Location: Virtual (Zoom – link shared upon registering)
More events still to come, stay tuned!
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Providing for family, spending time with grandkids, traveling. You shouldn’t be wasting your golden years worrying about electric bills or the balance of your checking account. We’ve helped hundreds of people retire confidently and we can’t wait to do the same for you.
Our Locations
MILL CREEK, WASHINGTON
ENGLEWOOD, COLORADO
KENNEWICK, WASHINGTON
MOUNT VERNON, WASHINGTON