Join us for an interactive, information-packed evening and a nice dinner on us! Each month we offer two different workshops for our clients and prospective clients. Each one is tailored for individuals at who are at different stages in life, some are still working, while others are getting ready to retire or are already retired. Read through our workshops below and find a date you would like to attend on the calendar at the bottom of the page. You can RSVP online or call our reservation line at 877-727-9618, either way we will contact you confirming your reservation.
Managing Your Investments in a Volatile Market
Strategies for an actively managed investment portfolio in a volatile market. A Dinner workshop for those ready to retire and retirees.
Taking control of your 401(k) / 403(b) with professional portfolio management
Taking control of your 401(k) with proactive portfolio management. A workshop for those with many years until retirement.
Click on any of our upcoming workshops below for more information
- Retirement Workshop Dinner May 29th
- WEBINAR - Professionally Manage Your 401k May 31st
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