Since nothing in life is truly free, please accept a delicious dinner in exchange for the most valuable commodity you possess - your time. You are encouraged to bring up to 3 adult guests, including your spouse, to:

A Confident Financial Future

Topics Covered:

  • The 7 Common Financial Tools - suitability for retirement portfolio
  • Risk vs. Safety - age appropriate decisions for your investments
  • Social Security Benefits - how to retain more
  • Long Term Care - resolving the dilemma
  • Medicare Supplements
  • CPA/Tax Services
  • Life Insurance Review (old vs new

If you have money invested in 401(k)s, IRAs, Annuities, CDs, Stocks, Bonds, Mutual Funds, or any other Retirement Accounts, you do not want to miss this special event!

Seats fill up fast so call today!

RSVP 1-888-774-6181

Reservations are subject to qualification

Our seminars are for investors only and are not offered to financial advisors, brokers, or agents. If you would like information about our mentoring program, please contact Liz Ross at


Kindly call to reserve your seat


Spouses Encouraged to Attend and Bring a Friend