Join Our Financial & Tax Events

See Individual Events Below For Additional Details And To Register

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

Sunday Monday Tuesday Wednesday Thursday Friday Saturday
October 29, 2023
October 30, 2023
October 31, 2023
November 1, 2023
November 2, 2023
November 3, 2023
November 4, 2023
November 5, 2023
November 6, 2023
November 7, 2023
November 8, 2023
November 9, 2023
November 10, 2023
November 11, 2023
November 12, 2023
November 13, 2023
November 14, 2023(1 event)

6:30 pm: Educational Dinner Seminar


November 14, 2023

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
November 16, 2023(1 event)

6:30 pm: Educational Dinner Seminar


November 16, 2023

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
November 18, 2023
November 19, 2023
November 20, 2023
November 21, 2023
November 22, 2023
November 23, 2023
November 24, 2023
November 25, 2023
November 26, 2023
November 27, 2023
November 28, 2023
November 29, 2023
November 30, 2023
December 1, 2023
December 2, 2023

Take A Look At Pictures From Some Of Our Events

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