What we’re about
If you like to be on the cutting edge of retirement planning, then our educational events are for you. Whether you are in the accumulation, preservation or distribution phase of your financial life cycle, our priority is helping you take care of yourself and your family.
All our Meetups are at public venues ranging from public libraries, restaurants, to college classrooms. We will help turn your dreams into a comprehensive plant that incorporates all facets of wealth management.