Attend Our Retirement Matters Seminar

We invite you to attend our no cost, no obligation Retirement Matters seminar. Our goal is to help you discover a path to financial peace of mind and to have your money last as long as you do. The seminar outlines our Buy, Hold and SELL strategy; the same one that told our clients to get out of the market during the 2008 crash. We hope to see you there.

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 help preserve a comfortable standard of living.
  • Learn the best investments to fight inflation with.
  • Find out when to take your social security benefits.
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.

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
Saturday, September 23 1PM
Orange, CA
DoubleTree by Hilton Hotel Anaheim - Orange County
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Tuesday, October 03 7PM
Woodland Hills, CA
Country Club
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Thursday, October 05 7PM
Pasadena, California
Courtyard Los Angeles Pasadena/Old Town
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Saturday, October 07 10AM
Palos Verdes, CA
Palos Verdes Golf Club
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Wednesday, October 18 7PM
Laguna Hills, CA
Courtyard by Marriott
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Don't see a location near you, click here