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 reviewing tax optimization strategies and helping to determine your investment goals and objectives, 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 no products will be offered for purchase. 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.

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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.

Check back later for upcoming events.

Have Questions?

Ask Us Anything

Have Questions?
Ask Us Anything

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Or give us a call at 888.210.6567.