Join Us!

You have seen us on our Retiring Well TV show. Now come to a Live Event.

Every success story starts with a plan. The success of your retirement plan depends on a solid financial plan. Our team of advisors from the Retiring Well television show invites you to a dinner event for those who are retired or nearing retirement. There is no cost and no obligation and dinner is on us.
Topics that are commonly discussed include:

• What is your plan to not run out of money?
• Is your safe portfolio actually safe?
• Are you prepared for the fundamental transition to retirement?
• What are the benefits of tax loss harvesting?
• Do you have a LOCAL financial planning TEAM?

These live events begin at 6:30 pm and are free to attend with a gourmet dinner to follow.
Seating is limited and tends to fill quickly. Reserve your seat today!