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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

Event Calendar

Wed. or Thurs.
November 6th or 7th
6:00PM

Ruth’s Chris Steak House
13455 Maxella Ave., #230
Marina del Rey, CA 90292
5:45 PM Arrival Time

Wed. or Thurs.
November 13th or 14th
6:00PM

Fleming’s Steakhouse
179 East Colorado Blvd.
Pasadena, CA 91105
5:45 PM Arrival Time

Tuesday
November 26th
from 3:00pm-6:00pm
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Pie Pick Up
at Chase Bank

2333 N. Lake Ave.
Altadena, CA 91001
*clients only

Wednesday
November 27th
from 3:00pm-6:00pm
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Pie Pick Up
at our Hawthorne office

4712 El Segundo Blvd.
Hawthorne, CA 90250
*clients only

Seating Is Limited. Register Today!

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