Dine and learn

Financial Planning Workshops

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Join us for a dine and learn workshop where you can learn about retirement planning, tax planning, investing, and other financial planning strategies – all while enjoying a special meal, our treat! We cover topics that everyone's talking about, like trying to help reduce retirement taxes, maximizing investments, planning for future tax law changes, planning for your heirs, and more.

Our firm does not provide and no statement contained herein shall constitute tax or legal advice. All individuals are encouraged to seek the guidance of a qualified tax professional regarding their personal situation. 

RSVP for a workshop

All workshops are complimentary – there's no obligation and nothing will be sold. We simply hope to educate and offer a great meal! A treat awaits those who join us - don't miss out; tickets are limited! RSVP below.

steak on black plate

RSVP for a workshop

All workshops are complimentary – there's no obligation and nothing will be sold. We simply hope to educate and offer a great meal! A treat awaits those who join us - don't miss out; tickets are limited! RSVP below.

June 2
Untangling Taxes in Retirement
6:30 pm | Denver,
June 14
Untangling Taxes in Retirement
6:30 pm | Colorado Springs, CO
June 21
Untangling Taxes in Retirement
6:30 pm | Honolulu,, HI
June 23
Untangling Taxes in Retirement
6:30 pm | Honolulu, HI
June 25
Untangling Taxes in Retirement
10:00 am | Kihei, HI
July 14
TBD
6:30 pm | Colorado Springs, CO

Have Questions?

Ask Us Anything

Have Questions?
Ask Us Anything

Or give us a call at 888.210.6567.