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:

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

Dinner Workshop

April 4
Tax-Smart Retirement – Wait List
6:00 pm | Postino Restaurant – Lafayette, CA

Dinner Workshop

April 11
Tax-Smart Retirement – Wait List
5:30 pm | Postino Restaurant – Lafayette, CA

Dinner Workshop

April 17
Tax-Smart Retirement
6:15 pm | The Winery Newport Beach, CA

Dinner Workshop

April 18
Tax-Smart Retirement
5:30 pm | Wally’s Desert Turtle – Rancho Mirage, CA

Dinner Workshop

April 18
Tax-Smart Retirement
6:00 pm | Ruth’s Chris Steak House – Walnut Creek, CA

Dinner Workshop

April 24
Tax-Smart Retirement
5:30 pm | Wally’s Desert Turtle – Rancho Mirage, CA

Dinner Workshop

April 24
Tax-Smart Retirement
6:00 pm | Ruth’s Chris Steak House – Walnut Creek, CA

Dinner Workshop

April 25
Tax-Smart Retirement
6:15 pm | The Winery Newport Beach, 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