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.

UPCOMING EVENTS:

February 9
Tax-Smart Retirement
6:15 pm | Perry’s – Larkspur, CA

Dinner Workshop

March 9
Tax-Smart Retirement
6:15 pm | Perry’s – Larkspur, CA

Dinner Workshop

March 16
Tax-Smart Retirement
6:15 pm | Five Crowns Restaurant Corona Del Mar, CA

Dinner Workshop

March 30
Tax-Smart Retirement
6:15 pm | Perry’s – Larkspur, CA

Dinner Workshop

April 6
Tax-Smart Retirement
6:15 pm | Five Crowns Restaurant Corona Del Mar, CA

Dinner Workshop

February 9
Tackling 2023: Are We Headed for a Recession?
6:00 pm | Webinar

Host: Stan Godsky, CFP®

February 15
Tackling 2023: Are We Headed for a Recession?
7:00 pm | Webinar

Host: Stan Godsky, CFP®

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