Take the first step toward reaching your Financial Goals


Free Retirement & Financial Planning Workshops Across the Bay Area, Marin County, and Orange County

Attend an Event

Our workshops focus on common financial concerns that individuals and families face in retirement. Things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Join us for one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

May 8
Tax Smart Retirement Workshop, May 8
6:15 pm | The Hideout Kitchen – Lafayette, CA

Dinner Workshop

May 14
Tax Smart Retirement Workshop, May 14
6:15 pm | The Winery Newport Beach, CA

Dinner Workshop

May 15
Tax Smart Retirement Workshop, May 15
6:15 pm | The Hideout Kitchen – Lafayette, CA

Dinner Workshop

May 22
Tax Smart Retirement Workshop, May 22
6:15 pm | The Winery Newport Beach, CA

Dinner Workshop

May 29
Tax Smart Retirement Workshop, May 29
6:15 pm | San Rafael Joes
June 5
Tax Smart Retirement Workshop, June 5
6:15 pm | San Rafael Joes
June 10
Tax Smart Retirement Workshop, June 10
6:15 pm | Perry’s – Larkspur, CA

Dinner Workshop

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 1-866-PROTECT