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:

June 27
Tax-Smart Retirement
5:30 pm | The Hideout Kitchen – Lafayette, CA

Dinner Workshop

June 27
Tax-Smart Retirement
6:15 pm | The Winery Newport Beach, CA

Dinner Workshop

July 11
Tax-Smart Retirement
6:15 pm | The Winery Newport Beach, CA

Dinner Workshop

July 17
Tax-Smart Retirement
6:15 pm | Fleming’s Steakhouse

Dinner Workshop

July 18
Tax-Smart Retirement
6:15 pm | Perry’s – Larkspur, CA

Dinner Workshop

July 24
Tax-Smart Retirement
6:15 pm | Fleming’s Steakhouse

Dinner Workshop

July 25
Tax-Smart Retirement
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