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Events

We’re committed to helping you make informed decisions about your financial future.
We invite all clients, referrals and visitors to attend our events.






Join us at one of our complimentary events!



 

May 7 & 8

Retirement Roadmap Seminar

The Keg (Desert Ridge)
 


 

May 9

Social Security Seminar

Red Mountain Center (Mesa)
 

 
May 14
 
Social Security Seminar
 
Holland Community Center (Cave Creek)
 

 
May 15 & 16

Retirement Roadmap Seminar

 The Keg (Chandler)
 

 
All workshops begin right at 6:15 PM with check-in starting at 6:00 PM.

**Our events fill up quickly. After you register, a team member will contact you to confirm your reservation.**



 


Corporate Workshops

Financial health is just as important as physical and mental health. 

Research links financial education to improved employee health, work performance, and attendance. A recent study indicated employees are interested in having their employers provide financial advice, guidance and retirement education as they seek ways to realize predictable income for retirement.¹ 

How do you keep your employees informed on different financial topics?
Through our on-site, one-hour workshops, you can promote employee financial health at no cost to your company.

Download a list of workshops here.




¹ Metlife. 2015. 14th Annual U.S. Employee Benefit Trends Study: Opportunity is Knocking.

 

 

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Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

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