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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.


November 12
Seminar at Porter & Luke’s, Metairie, LA
6:30 pm | Porter & Luke’s
November 13
Seminar at Palmetto’s on the Bayou, Slidell, LA
6:00 pm | Palmetto’s on the Bayou
November 19
Seminar at Austin’s, Metairie, LA
6:30 pm | Austin’s
November 20
Seminar at Middendorf’s Slidell, Slidell, LA
6:30 pm | Middendorf’s Slidell
December 3
Seminar at The Dakota Restaurant, Covington, LA
6:30 pm | The Dakota Restaurant
December 4
Seminar at The SteaKhouse, Hammond, LA
6:30 pm | The SteaKhouse
December 10
Seminar at Nuvolari’s, Mandeville, LA
6:30 pm | Nuvolari’s
December 11
Seminar at Middendorf’s Manchac, Akers, LA
6:30 pm | Middendorf’s Manchac

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

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