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

Upcoming Workshops

Join us at one of our complimentary dinner events!
All workshops begin right at 6:15 PM with check-in starting at 6:00 PM.

September 21 & 22
Retirement Planning Workshop
Fleming's Steakhouse (Scottsdale)

September 28 & 29
Retirement Planning Workshop
Fleming's Steakhouse (DC Ranch,Scottsdale)

October 12 & 13
Retirement Planning Workshop
The Capital Grille & Avanti (Phoenix)

October 26 & 27
Retirement Planning Workshop
The Capital Grille (Scottsdale)


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



Maximize Your Social Security Benefits
Have questions about maximizing Social Security?

Together with guest speaker, Brad White, CFP, we put together a complimentary Maximizing Your 2021 Social Security Benefits Webinar to help you answer those questions. This webinar is intended for both people currently taking Social Security and considering taking Social Security. 

What we will discuss: 
- How to optimize Social Security with your other retirement accounts
- Changes that may impact your Social Security
- Pros and Cons of taking early Social Security
- How is Social Security taxed
- Much more....

This webinar will run on multiple dates over the next couple weeks. ​​​​​​


Click here to register


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.



Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.

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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