Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

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.


June 22
Fixed Income Investing in the Current Market
4:00 pm | Webinar

Hosts: David Hollander & Apollo Lupescu

June 29
Generating Yield in a Low Interest Rate World: Opportunities in Energy
5:00 pm | Webinar

Host: David Hollander & Jon Samuels

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