Not interested in learning about retirement while enjoying a fancy dinner? If so, these events are for you! We bring educational information on various topics to our local neighborhoods.
Fill in the below contact information to receive an email with upcoming event opportunities.
This event is designed for individuals and couples age 55 and above who are retired or planning for retirement. Attendees will have the opportunity to schedule a complimentary visit with a Financial Planner after the presentation. As a professional courtesy, we ask that those in the financial industry not attend. Attendees must have at least $250k in assets– separate from your residence. Attendance is subject to company approval.