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:

April 29
Taxes in Retirement at The Grand Theater in Slidell, LA
6:00 pm | The Grand Slidell
May 4
Taxes in Retirement at The Movie Tavern in Covington, LA
6:00 pm | Movie Tavern Covington
May 6
Dinner Seminar at The Beach House Restaurant in Miramar Beach, FL
6:30 pm | The Beach House Restaurant
May 11
Taxes in Retirement at The Movie Tavern in Covington, LA
6:00 pm | Movie Tavern Covington
May 13
Dinner Seminar at Ocean Club Restaurant in Miramar Beach, FL
6:30 pm | Ocean Club Restaurant
May 18
Taxes in Retirement at The Movie Tavern in Denham Springs, LA
6:00 pm | Movie Tavern Juban Crossing
May 20
Taxes in Retirement at Cinemark Perkins Rowe in Baton Rouge, LA
6:00 pm | Cinemark Perkins Rowe
May 25
Taxes in Retirement at The Movie Tavern in Denham Springs, LA
6:00 pm | Movie Tavern Juban Crossing
May 27
Taxes in Retirement at Cinemark Perkins Rowe in Baton Rouge, LA
6:00 pm | Cinemark Perkins Rowe

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