We understand that you may want to learn a little more about us before we meet at our office. After all— it’s your money, and with that comes great trust. That’s why we offer complimentary seminars where you can meet our team of financial professionals to see if we are a good fit for you.
View a complete list of our upcoming seminars below
Please note that the deadline to register is three days prior to the date of the seminar.
- This event has passed.
Medicare in Retirement Workshop
October 29 @ 6:00 pm - 7:00 pm
At this complimentary workshop our Retirement Professional, Kia Xiong-Yang, will help you know your Medicare options and how to properly plan it with the tools needed in retirement. These tools, (provided by our financial professional, Pat Couture) work alongside your Medicare plan to help you properly prepare your retirement income and show you how to help optimize your social security.