Take the first step to financial confidence


Attend a seminar and learn more about your finances.

Attend One of Our Events

Our seminars and insurance sales presentations focus on the financial concerns many people have about retirement, including having enough money to do what you enjoy, while also paying for medical care and covering unexpected expenses.

Get the information you need to take charge of your financial future by registering for a seminar listed below!

Upcoming Events:

May 31, 2020
[Dinner/Lunch] Seminar at [Restaurant]
8:00 am | Advisors Excel
August 25, 2020
De-Risking Your Retirement
4:00 pm | Studio Movie Grill
August 27, 2020
De-Risking Your Retirement
6:00 pm | Studio Movie Grill
October 21, 2021
2021 New Rules to Retirement: How Will You Be Affected?
6:00 pm | Saltgrass Steak House
October 26, 2021
2021 New Rules to Retirement: How Will You Be Affected?
6:00 pm | Saltgrass Steak House

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 903.534.5477.