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 29
Tax-Smart Retirement, May 29
6:30 pm | San Rafael Joes – San Rafael, CA

Dinner Workshop

June 5
Tax-Smart Retirement, June 5
6:30 pm | San Rafael Joes – San Rafael, CA

Dinner Workshop

June 10
Maximizing Your Social Security, June 10
6:30 pm | Perry’s – Larkspur, CA

Dinner Workshop

June 26
Maximizing Your Social Security, June 26
6:30 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