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News | Events | Resources

7.10.24 The Quarterly Retirement Insights @ ChophouseThirteen
07/2024

Dear Clients, Friends, and Retirees,

You're invited for lunch! We're kicking off the new quarter with a new, fabulous venue – ...

6.5.24 The Quarterly Retirement Recap @ Blue Fish, Avondale
05/2024

You're invited to our last lunch at Blue Fish, Avondale!

It’s hard to believe we are already nearing the end of the 2nd...

5.22.24 Secure YOUR Social Security @ Blue Fish, Avondale
05/2024

Dear Clients, Friends, and Retirees,

You're invited! 

We're back at Blue Fish in Avondale on Wednesday, May 22nd @ 11am for a...

5.8.24 Untax YOUR Retirement @ Blue Fish, Avondale
04/2024

Dear Clients, Friends, and Retirees,

You're invited!

We're back at Blue Fish in Avondale on Wednesday, May 8th @ 11am for a...

5.2.24 San Jose Country Club, Dinner & Decades Trivia Night
04/2024

Hello Clients and Friends,

We're BACK @ the San Jose Country Club for a DECADES TRIVIA NIGHT!  

Join us for a delicious meal and...

4.24.24 [SOLD OUT] Modern Annuities: An Inside Look - Lunch @ Blue Fish, Avondale
04/2024

Dear Clients, Friends, and Retirees,

You're invited!

We're back at Blue Fish in Avondale on Wednesday, April 24th @ 11am for a...

4.10.24 Market Updates & Income Planning Opportunities Luncheon @ Blue Fish, Avondale
04/2024

Dear Clients, Friends, and Retirees,

You're invited!

It’s hard to believe we are already in the 2nd quarter of 2024! We have...

3.27.24 A Female Focused Luncheon: Women in Retirement
03/2024

Dear Clients, Friends, and Retirees,

You're invited!

Join us on our final Wednesday at the Refinery for a Female Focused ...

3.1.24 Peak Interest Rates? How to Maximize the Benefits of This Unique Moment for YOUR Assets and Income  
03/2024

Dear Clients, Friends, and Retirees,

We are in a very unique time. Rates are possibly at their peak, the market is facing...

2.28.24 Client Luncheon: Untax Your Retirement @ Refinery Jax Beach
02/2024

Dear Clients, Friends, and Retirees,
You're invited!
Join us for a new topic, designed to help you Untax Your Retirement...