We hold regular workshops for clients and prospective clients that feature information on specific topics regarding your financial future. We strive to keep you up-to-date on the issues that matter most to you, your family and your financial well-being. To inquire about attending an upcoming event, please complete the Event Registration.
Tuesday, May 15 | Wednesday, May 16 | Thursday, May 17
The Keg Steakhouse, Desert Ridge Marketplace, Phoenix
Important topics we’ll discuss:
• Using the new tax code to move money into tax-free accounts at reduced rates
• Maximizing your Social Security benefits
• How to avoid running out of income during retirement
Seating is limited. Please complete the Event Registration form to confirm that space is available.