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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.


February 18
Seminar at The SteaKhouse, Hammond, LA
6:30 pm | The SteaKhouse
March 3
Seminar at The Dakota Restaurant, Covington, LA
6:30 pm | The Dakota Restaurant
March 10
Seminar at Nuvolari’s Restaurant, Mandeville, LA
6:30 pm | Nuvolari’s
March 17
Seminar at Rizzuto’s Ristorante & Chop House, New Orleans, LA
6:30 pm | Rizzuto’s Ristorante & Chop House
March 24
Seminar at Austin’s Seafood & Steakhouse, Metairie, LA
6:30 pm | Austin’s
March 25
Seminar at Porter & Luke’s, Metairie, LA
6:30 pm | Porter & Luke’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

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