Take the first step to a Confident Retirement Journey
Attend an event with us and learn more about your finances.
Attend One of Our Events
Our events focus on the financial concerns that many people have about retirement, including having enough money to do what you enjoy, pay for medical care and cover unexpected expenses.
Get the information you need to take charge of your retirement journey by registering for an event listed below!
EDUCATIONAL EVENTS:
October 26
Your Retirement Made Simple @ CCAC Boyce with Jason Laux (2 Session Course)
6:30 pm
October 9
Dinner Workshop with Jason Laux and Steve Ross-Gianna Via’s
6:30 pm
October 11
Dinner Workshop with Jason Laux and Steve Ross-Gianna Via’s
6:30 pm
October 16
Dinner Workshop with Jason Laux and Steve Ross-Atria’s Pleasant Hills
6:30 pm
CLIENT EVENTS:
November 8
Portfolio Manager Call
6:30 pm |
CORE EVENTS: Creating an opportunity for a retirement enhancement!
Your guest is your ticket to these events!
January 20, 2024
TBD-A SPECIAL EVENT!
ready to
get started?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.
ready to
get started?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.