Financial Planning Events

Our seminars are educational, focusing on giving you various ways to plan for a successful retirement. Our goal for you is to reduce risks, add more predictable growth and get you the most after tax income.

Upcoming Events

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

Click on your desired date within the calendar below to reserve your spot.

Monday, October 19th | Fleming's Steakhouse
Tuesday, October 20th | Fleming's Steakhouse

Address: 6333 North Scottsdale Road Scottsdale, AZ 85250

Tuesday, October 27th | Morton's Steakhouse
Thursday, October 29th | Morton's Steakhouse

Address: 15233 N Kierland Blvd Scottsdale, AZ 85254