Take the first step toward reaching your financial goals
Get the information that can help you live a confident retirement.
Attend an Event
Our workshops 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 workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
In-Person Educational Workshops
April 7
Better Business Bureau Taxes in Retirement Lunch Seminar
12:00 pm | The Better Business Bureau Phoenix
April 9
Better Business Bureau Taxes in Retirement Lunch Seminar
12:00 pm | The Better Business Bureau Phoenix
April 29
Financial Strategies of the Top 1% Lunch Seminar
11:30 am | Maggiano’s Little Italy
April 30
Financial Strategies of the Top 1% Lunch Seminar
11:30 am | Maggiano’s Little Italy
Ready to begin? Ask WIN!
You may feel overwhelmed with the complexities of your benefits and situation, but the best thing to do is start right here.
