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Seminars & Events

Understand Your Options

If you want to learn more about the factors that may influence your retirement and the solutions open to you, we may be able to help. When planning for retirement, we believe that knowledge is power. That is why we offer no-cost educational seminars to provide retirees and pre-retirees with the knowledge they need. We can provide you with up-to-date important topics such as tax regulations, the stock market, and ways to protect your retirement income from loss.

Furthermore, at these events, you'll be treated to a gourmet dinner (also at no cost) while learning this important info.

We host these events because we believe in educating retirees and pre-retirees as much as possible. This allows them to make the best decisions for themselves. Are you interested in attending an event? Contact us. Events tend to fill up quickly, so make sure you reserve your spot as soon as possible.

steak dinner at our dinner seminars

SEMINAR EVENTS

October 7th and 8th

Ruth’s Chris Steakhouse
13455 Maxella Ave #230,
Marina Del Rey, CA 90292

October 28th
and 29th

Ruth’s Chris Steakhouse
13455 Maxella Ave #230,
Marina Del Rey, CA 90292

November 4th and 5th

Fleming’s Steakhouse
2301 Rosecrans Ave #1125,
El Segundo, CA 90245

November 11th and 12th

Fleming’s Steakhouse
179 E Colorado Blvd,
Pasadena, CA 91105

CLIENT EVENTS

November 7th

Quarterly Client Birthday Celebration at Fogo de Chão
2121 Rosecrans Ave Ste 1399
El Segundo, CA 90245

November 24th

Client Pie Giveaway (Pasadena)

November 25th

Client Pie Giveaway (Hawthorne)

Seating Is Limited. Register Today!

Fill out the form below and let us know what event you’d like to attend.
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