220 W. Main St. Ste. B
Brawley, CA 92227


2419 La Brucherie Ste. 107
Imperial, CA 92251

Planning a retirement: seminars and workshops

couple-attending-workshopWhether you’re seeking simple retirement planning tips or in-depth retirement planning strategies, you’re likely to find answers at one of our free retirement planning education programs.

We cover topics like the amount of tax on retirement income to expect, retirement income management, and a variety of retirement planning options… since when it comes to your individual values, desires, and goals, one size rarely fits all.


Retirement Planning Seminars

Attend one of our free seminars to learn how to cut your taxes, lower your market risk, increase your income and much more.

College Classes

Attend one of our college classes in a classroom setting with a broad based financial and retirement planning curriculum.

Social Security Workshops

Attend one of our free educational social security workshops


Sign up for one of our events today!
Sign up for one of our events today!

If married, spouses are urged to attend. Adults only. No Agents or Brokers. These seminars and workshops are designed for those investors with at least $250,000 of investable retirement assets. Reservations are required since seating is limited and fills quickly.

Can’t make it to one of these? Sign up to be notified of free retirement planning seminars in the future.