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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.






Upcoming Dinner Workshops

Join us at one of our complimentary dinner events!
 
August 17 & 18
 
Retirement Planning Workshop
 
Arrowhead Grill (Glendale)
 

 
August 23 & 24
 
Retirement Planning Workshop
 
Maggiano's (Scottsdale)
 

 
 
September 13 & 14
 
Retirement Planning Workshop
 
Keg Steakhouse (Chandler)
 

 
September 28 & 29
 
Retirement Planning Workshop
 
Fleming's (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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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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