GOOD NEWS! An Interactive “Meet the Author Event” Is Just Around the Corner and You Are Invited!

If You’re tired of the usual “dinner presentation” by so-called self-proclaimed experts come join me for an interactive evening where we will discuss the real issues and concerns that are facing every retiree today. We will have a great conversation about the tough questions you need to be asking to make sure you are retirement ready. We will have a thought-provoking and enjoyable 90-minutes together. If you see for yourself that I have a clear, easy to understand approach to safe investing and working with clients, and you would like to discuss how to do this, we will make that option available to you. That’s a conversation I look forward to having with you, but you won’t catch me “pushing you” about this. Regardless, I am certain this will be time well spent, and you’ll be glad you came.

Thursday, May 9th at 6pm: "Retire Wiser" at Rio Salado Community College, Surprise, Arizona

Wednesday, May 15th at 6pm: "Retirement Taxes Today" at Corte Bella Country Club, Sun City West, Arizona

If you are interested in attending an upcoming event, please submit your contact information below.  We will call you back within 24 hours to discuss how best this event could meet your financial needs.  Or call us at (623) 544-3424.

This event is best suited for individuals ages 54 to 75 with investable assets $300,000 and more. Reservation is subject to qualification.

Fill out my online form.