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:

July 16
Tax-Smart Retirement, July 16
6:30 pm | Five Crowns Restaurant Corona Del Mar, CA

Dinner Workshop

August 7
Tax-Smart Retirement, August 7
6:15 pm | The Winery Newport Beach, CA

Dinner Workshop

August 13
Tax-Smart Retirement, August 13
6:30 pm |

Dinner Workshop

September 10
Tax-Smart Retirement, September 10
6:30 pm | The Hideout Kitchen – Lafayette, CA

Dinner Workshop

September 11
Tax-Smart Retirement, September 11
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