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:

September 24
Seminar at Palmetto’s on the Bayou, Slidell, LA
6:30 pm | Palmetto’s on the Bayou
September 25
Seminar at Middendorf’s, Slidell, LA
6:30 pm | Middendorf’s
October 15
Seminar at The SteaKhouse, Hammond, LA
6:30 pm | The SteaKhouse
October 16
Seminar at The SteaKhouse, Hammond, LA
6:30 pm | The SteaKhouse
October 22
Seminar at Louisiana Bayou Bistro, Brusly, LA
6:30 pm | Louisiana Bayou Bistro
October 23
Seminar at Juban’s, Baton Rouge, LA
6:30 pm | Juban’s
October 29
Seminar at The Dakota Restaurant, Covington, LA
6:30 pm | The Dakota Restaurant
October 30
Seminar at Rips on the Lake, Mandeville, LA
6:30 pm | Rips on the Lake

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

Call Now Button