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 Invest 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

  • Date
  • Descriptions
  • Time
  • Location
  •  
  • Tuesday, June 11 2019
  • Retirement Matters Seminar
  • 7PM
  • Courtyard by Marriott Scottsdale North
    Scottsdale, AZ
    Get Directions
  • Register Now

CA - Greater L.A. & Orange County

  • Date
  • Descriptions
  • Time
  • Location
  •  
  • Thursday, May 30 2019
  • Retirement Matters Seminar
  • 7PM
  • DoubleTree by Hilton Hotel Anaheim - Orange County
    Orange, CA
    Get Directions
  • Register Now
  • Tuesday, June 4 2019
  • Retirement Matters Seminar
  • 7PM
  • Homewood Suites by Hilton Irvine John Wayne Airport
    Irvine, CA
    Get Directions
  • Register Now
  • Tuesday, June 18 2019
  • Social Security Workshop
  • 7PM
  • Homewood Suites by Hilton Irvine John Wayne Airport
    Irvine, CA
    Get Directions
  • Register Now
SEE MORE

TX - Dallas-Fort Worth Metroplex

  • Date
  • Descriptions
  • Time
  • Location
  •  
  • Thursday, June 6 2019
  • Retirement Matters Seminar
  • 1PM
  • Retirement Planners of America Headquarters
    Plano, TX
    Get Directions
  • Register Now
  • Thursday, June 6 2019
  • Retirement Matters Seminar
  • 7PM
  • Retirement Planners of America Headquarters
    Plano, TX
    Get Directions
  • Register Now
  • Thursday, June 13 2019
  • Social Security Workshop
  • 7PM
  • Retirement Planners of America Headquarters
    2820 Dallas Parkway, TX
    Get Directions
  • Register Now
SEE MORE

TX - Greater Austin

  • Date
  • Descriptions
  • Time
  • Location
  •  

TX - Greater Houston & The Woodlands

  • Date
  • Descriptions
  • Time
  • Location
  •  
  • Wednesday, May 29 2019
  • Retirement Matters Seminar
  • 7PM
  • Embassy Suites Houston Near the Galleria
    Houston, TX
    Get Directions
  • Register Now
  • Saturday, June 8 2019
  • Retirement Matters Seminar
  • 10AM
  • Courtyard by Marriott Houston NASA/Clear Lake
    Houston, TX
    Get Directions
  • Register Now
SEE MORE

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.

CONTINUE YOUR FINANCIAL EDUCATION