Attend an Event
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses, and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
UPCOMING EVENTS:
- In-Person Events
- Client Events
- Webinars
Events in November 2023
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October 29, 2023
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October 30, 2023
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October 31, 2023
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November 1, 2023
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November 11, 2023
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November 12, 2023
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November 13, 2023
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November 14, 2023(1 event)
6:30 pm: Educational Dinner Seminar6:30 pm: Educational Dinner Seminar A Special Event for Retirees and Those Soon to Retire To RSVP please call (844) 949-1200 (Toll-Free, 24 Hours) Date: Tuesday, November 14th 2023 at 6:30pm Where: Eddie Merlot's Please join local wealth management specialist Rick Barnett for an informative dinner event designed especially for individuals, couples, or families with assets to protect. Whether you are saving for retirement, transitioning to retirement, or living in retirement, you will learn the latest strategies to gain tools that you need to protect your wealth from unexpected market swings, historically low interest rates and new tax policies. Some topic for discussion: How to preserve capital, diversify your portfolio and reallocate your assets according to your families unique needs. How to protect yourself against future drops in the market without completely sacrificing the chance to grow your money now. How to convert your savings and investments into a steady stream of retirement income and which sources you should draw from first. Strategies you need to know for the eventual market rebound. Most common, yet critical financial mistakes that even the most savvy investors fall victim to. To RSVP please call (844) 949-1200 (Toll-Free, 24 Hours) |
November 15, 2023
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November 16, 2023(1 event)
6:30 pm: Educational Dinner Seminar6:30 pm: Educational Dinner Seminar A Special Event for Retirees and Those Soon to Retire To RSVP please call (844) 949-1200 (Toll-Free, 24 Hours) Date: Thursday, November 16th 2023 at 6:30pm Where: Eddie Merlot's Please join local wealth management specialist Rick Barnett for an informative dinner event designed especially for individuals, couples, or families with assets to protect. Whether you are saving for retirement, transitioning to retirement, or living in retirement, you will learn the latest strategies to gain tools that you need to protect your wealth from unexpected market swings, historically low interest rates and new tax policies. Some topic for discussion: How to preserve capital, diversify your portfolio and reallocate your assets according to your families unique needs. How to protect yourself against future drops in the market without completely sacrificing the chance to grow your money now. How to convert your savings and investments into a steady stream of retirement income and which sources you should draw from first. Strategies you need to know for the eventual market rebound. Most common, yet critical financial mistakes that even the most savvy investors fall victim to. To RSVP please call (844) 949-1200 (Toll-Free, 24 Hours) |
November 17, 2023
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November 19, 2023
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November 20, 2023
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November 21, 2023
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November 22, 2023
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November 24, 2023
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November 25, 2023
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November 26, 2023
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November 27, 2023
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November 28, 2023
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November 29, 2023
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November 30, 2023
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December 1, 2023
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December 2, 2023
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