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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!



 

December 4 & 5

Smart Taxes Seminar

Maggiano's (Scottsdale)
 

 

December 5

Social Security Workshop

Ahwatukee Community Center

(Ahwatukee)
 

 
December 10

Women's Retirement Workshop

Tempe Public Library (Tempe)
 

 
December 10 & 11

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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