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:

January 28
What the New Government Means for Markets
5:00 pm | Webinar

Host: David Hollander

February 18
Cryptocurrency
1:00 pm | Webinar

Hosts: David Hollander & Bart Stephens

March 4
Pacific Financial Group Economic and Investment Update
4:00 pm | Webinar

Hosts: David Hollander and Eric Neufeld

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