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:

May 31
Dinner Workshop with Jason Laux and team-Pleasant Hills Atria’s
6:30 pm
June 5
Dinner Workshop with Jason Laux and team-Pleasant Hills Atria’s
6:30 pm

CLIENT EVENTS:

July 13
Portfolio Manager Zoom Call
6:30 pm | Zoom

CORE EVENTS: Creating an opportunity for a retirement enhancement!

Your guest is your ticket to these events!

No upcoming referral events. Please check back later!

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.