Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars 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.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

November 27
Dinner Seminar at Joe’s Italian Ristorante in Slidell, LA
6:30 pm | Joe’s Italian Ristorante
November 28
Dinner Seminar at Joe’s Italian Ristorante in Slidell, LA
6:30 pm | Joe’s Italian Ristorante
December 4
Dinner Seminar at Palmetto’s on the Bayou in Slidell, LA
6:30 pm | Palmetto’s on the Bayou
December 5
Dinner Seminar at Middendorf’s in Akers, LA
6:30 pm | Middendorf’s
December 11
Dinner Seminar at Jacmel Inn in Hammond, LA
6:30 pm | Jacmel Inn
December 12
Dinner Seminar at Middendorf’s in Akers, LA
6:30 pm | Middendorf’s

Rather meet One-on-one?

Schedule a meeting with one of our team members to create your financial strategy today.

Or give us a call at 985.345.7114