Seminar Calendar

Meet With An Advisor
Our meetings are designed for people over 50 with a minimum of $100,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow.

We have seminars in Phoenix, AZ, Los Angeles, CAAustin, TXDallas/Fort Worth, TX, and Houston, TX. Here are five great reasons you should attend one of our seminars:

  • Learn how to combat the three worst enemies you have to your financial well being: Bear Markets, Inflation and Taxes.
  • Select the retirement plan option that is right for you.
  • Plan your retirement income to preserve a comfortable standard of living.
  • Learn the best investments to fight inflation with.
  • Find out how to diffuse the tax time bomb in your retirement plan.
Select a Seminar below!  If you don't see a location near you, click here
locations la

CA | Los Angeles & Orange County  

Upcoming Events: Please Choose an Event Below to Sign Up!

Date Time Location
Thursday, June 01 7PM
Irvine, CA
Homewood Suites John Wayne
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Saturday, June 03 10AM
Palos Verdes, CA
Palos Verdes Golf Club
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Tuesday, June 06 7PM
Arcadia, CA
Embassy Suites by Hilton
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Saturday, June 10 1PM
Chatsworth, CA
Radisson Hotel
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Tuesday, June 13 7PM
Orange, CA
DoubleTree by Hilton Hotel Anaheim - Orange County
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Don't see a location near you, click here