ATTEND A FINANCIAL SEMINAR - THE FIRST STEP TOWARD FINANCIAL PEACE OF MIND.

Learn about Social Security, income tax planning, and other issues that can affect your retirement at a free financial seminar designed specifically for people in retirement, or nearing retirement. You’ll also learn about our Buy, Hold and Protect investment strategy—the same one that told our clients to get out of the market during the 2008 crash.

There’s no charge and no obligation—just lots of good information.

In this retirement and financial seminar, you’ll learn:

  • How to combat what we believe are the three worst enemies you have to your financial well-being: bear markets, inflation and taxes.
  • Help select a retirement plan option that is right for you.
  • Plan your retirement income to help preserve a comfortable standard of living.
  • Learn about the investments we believe are best to fight inflation with.
  • Find out how to determine when to take your social security benefits.

We want you to have the retirement you deserve! Sign up for a free financial seminar to start your path to financial peace of mind.

Our retirement and financial seminar is designed for people over 50 with a minimum of $100,000 of investable assets, not including real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow.

If you don’t see a retirement seminar near you, we’d love to meet with you in one of our offices or by phone.

Click here to connect with an advisor.

AZ - Metro Phoenix & Chandler

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CA - Greater L.A. & Orange County

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TX - Dallas-Fort Worth Metroplex

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TX - Greater Austin

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TX - Greater Houston & The Woodlands

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CONTINUE YOUR FINANCIAL EDUCATION.

We believe that education leads to confidence, and confidence to peace of mind. That’s why we’re committed to providing ongoing education to our clients. We also share our retirement planning insights with everyone in the form of the Money Matters Radio Show, email market alerts, our online Retirement Education Resource Center, and our retirement and financial seminars.

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CONTINUE YOUR FINANCIAL EDUCATION