Retirement Planning Events

Upcoming Events

All workshops begin right at 6:00 PM with check-in starting at 5:30 PM.

Join us at one of our dinner workshops around the Valley! You can't control the market, but you CAN control your financial future. RSVP for your desired event at the signup form below.

List of Services

June 1st & 2nd
Retirement Planning Workshop
Fleming's Prime Steakhouse in Scottsdale
Time: Check-in is 5:30, starts right at 6:00 PM
GET DIRECTIONS

SIGN UP
June 15th & 16th
Retirement Planning Workshop
Fleming's Prime Steakhouse in Scottsdale
Time: Check-in is 5:30, starts right at 6:00 PM
GET DIRECTIONS

SIGN UP
June 21st & 23rd
Retirement Dinner Workshop
Fleming's Prime Steakhouse in Scottsdale
Time: Check-in is 5:30, starts right at 6:00 PM
GET DIRECTIONS

SIGN UP
June 28th & 30th
Retirement Planning Workshop
Fleming's Prime Steakhouse in Scottsdale
Time: Check-in is 5:30, starts right at 6:00 PM
GET DIRECTIONS

SIGN UP
July 12th & 14th
Retirement Dinner Event
Fleming's Prime Steakhouse in Scottsdale
Time: Check-in is 5:30, starts right at 6:00 PM
GET DIRECTIONS

SIGN UP
July 26th & 28th
Retirement Dinner Event
Fleming's Prime Steakhouse in Scottsdale
Time: Check-in is 5:30, starts right at 6:00 PM
GET DIRECTIONS

SIGN UP

SAVE YOUR SPOT TODAY

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June Event Signups

What You'll Learn

Strategies to help ensure you don't outlive your money.
Are your accounts always, sometimes, or never taxed?
Learn the difference between tax free vs tax deferred.
Ways to help ensure stock market volatility won't affect your retirement portfolio.

You'll also hear about:

Sneaky fees that could be lurking in plain sight.

How the Secure Act could affect your retirement.

Income strategies to protect your earnings, yet still generate growth.