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:

September 28
Proposition 19
5:00 pm | Webinar

Hosts: David Hollander & Gary Lieberman

October 5
Racing to Retirement: 3 Steps to Retirement Readiness
5:00 pm | Webinar

Hosts: David Hollander & Stefan Wilson

October 7
Surviving Retirement
6:30 pm | Perry’s Restaurant

Dinner Workshop

October 12
What You Need to Know About Required Minimum Distributions
5:00 pm | Webinar

Host: David Hollander

October 14
Surviving Retirement
6:30 pm | Perry’s Restaurant

Dinner Workshop

October 19
The Freedom to Retire How and When You Want
5:00 pm | Webinar

Host: David Hollander

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