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 15
Tax-Smart Retirement
5:30 pm | LG’s Prime Steakhouse – La Quinta, CA

Dinner Workshop

February 21
Tax-Smart Retirement
5:30 pm | LG’s Prime Steakhouse – La Quinta, CA

Dinner Workshop

February 29
Tax-Smart Retirement
6:15 pm | Il Fornaio, Irvine

Dinner Workshop

March 7
Tax-Smart Retirement
6:15 pm | Il Fornaio, Irvine

Dinner Workshop

March 14
Tax-Smart Retirement
6:15 pm | Perry’s – Larkspur, CA

Dinner Workshop

March 21
Tax-Smart Retirement
5:30 pm | Perry’s – Larkspur, CA

Dinner Workshop

March 21
Tax-Smart Retirement
5:30 pm | Ruth’s Chris Steak House – Palm Desert, CA

Dinner Workshop

March 27
Tax-Smart Retirement
5:30 pm | Ruth’s Chris Steak House – Palm Desert, 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