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seminars
Our educational dinner seminars help retirees and pre-retirees understand key factors impacting their retirement, such as tax rules, rising costs, and market risks. Enjoy a complimentary gourmet meal while gaining valuable insights to secure your financial future.
Educational Seminars
Looking to understand more about the factors that will impact your retirement, and the options available to you? We can help. And we can do so while offering you a delicious gourmet dinner, too. Our no-cost, no-obligation educational dinner seminars teach retirees and pre-retirees about important topics pertaining to them, while they enjoy a complimentary dinner.
For example, at this event you may learn:
- How tax rules and rising living costs may impact your retirement strategy
-
How to protect your retirement savings from loss*
(even in the event of a market crash)
- And more

Interested in attending a seminar?
Reach out to us. Events tend to fill up quickly, so reach out to us as soon as possible. Just fill out the form below if you’d like to join us for dinner. Let us know what area you’re located in and we’ll get back to you about events near you.