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TAKE THE FIRST STEP TOWARD REACHING YOUR

FINANCIAL GOALS

Get the information that can help you live a confident retirement.

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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:

AUGUST 6

Retirement Outlook Lunch Seminar

12:00 pm | Texas Cattle Co TCC.

Presenter: Glenn

AUGUST 8

Retirement Outlook Lunch Seminar

12:00 pm | Texas Cattle Co TCC.

Presenter: Glenn

AUGUST 12

Retirement Outlook Lunch Seminar

12:00 pm | The Vineyard Trattoria

Presenter: Glenn

AUGUST 13

Retirement Outlook Lunch Seminar

12:00 pm | The Vineyard Trattoria

Presenter: Glenn

AUGUST 27

Retirement Outlook Dinner Seminar

6:00 pm | Flemings Prime Steakhouse & Wine Bar

Presenter: Glenn

AUGUST 29

Retirement Outlook Dinner Seminar

6:00 pm | Flemings Prime Steakhouse & Wine Bar

Presenter: Glenn

SPETEMBER 10

Retirement Outlook Dinner Seminar

6:00 pm | Bascom Chop House

Presenter: Glenn

SEPTEMBER 12

Retirement Outlook Dinner Seminar

6:00 pm | Bascom Chop House

Presenter: Glenn

SEPTEMBER 17

Retirement Outlook Lunch Seminar

12:00 pm | Seasons 52

Presenter: Glenn

SEPTERMBER 19

Retirement Outlook Dinner Seminar

5:00 pm | Seasons 52 

Presenter: Glenn

October 1

Retirement Outlook Lunch Seminar

12:00 pm | Donovan’s

Presenter: Glenn

October 3

Retirement Outlook Dinner Seminar

5:00 pm | Donovan’s

Presenter: Glenn

October 7

Retirement Outlook Lunch Seminar

12:00 pm | The Vineyard Trattoria

Presenter: Glenn

October 8

Retirement Outlook Lunch Seminar

12:00 pm | The Vineyard Trattoria

Presenter: Glenn

October 29

Retirement Outlook Dinner Seminar

6:00 pm | Bascom Chop House

Presenter: Glenn

October 31

Retirement Outlook Dinner Seminar

6:00 pm | Bascom Chop House

Presenter: Glenn

November 12

Retirement Outlook Dinner Seminar

5:00 pm | Seasons 52

Presenter: Glenn

November 14

Retirement Outlook Dinner Seminar

5:00 pm | Seasons 52

Presenter: Glenn

RATHER MEET

ONE-ON-ONE?

Schedule a meeting with one of out team to create you financial strategy today.

Or give us a call at 813-654-4718