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:

July 8
Seminar at Middendorf’s Slidell, Slidell, LA
6:30 pm | Middendorf’s Slidell
July 9
Estate Planning & Advanced Estate Planning – WEBINAR
6:00 pm | ONLINE
July 14
Seminar at Palmetto’s on the Bayou, Slidell, LA
6:30 pm | Palmetto’s on the Bayou
July 15
Seminar at Middendorf’s Slidell, Slidell, LA
6:30 pm | Middendorf’s Slidell
July 22
Seminar at Middendorf’s Manchac, Akers, LA
6:30 pm | Middendorf’s Manchac
July 28
Seminar at Rizzuto’s Ristorante & Chop House, New Orleans, LA
6:30 pm | Rizzuto’s Ristorante & Chop House
July 29
Seminar at Middendorf’s Manchac, Akers, LA
6:30 pm | Middendorf’s Manchac
August 4
Seminar at Porter & Luke’s, Metairie, LA
6:30 pm | Porter & Luke’s
August 5
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