Seminars

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Join Us For A Complimentary Dinner To Learn More About Retirement

Would you like to know more about your retirement options? We offer no-cost, monthly, educational retirement seminars online and in person. We provide complimentary meals to all of our guests. Join us for a delicious and informative evening.

Tuesday
April 2nd
6:00pm

Perry’s Steakhouse
2400 W State Hwy 114
Grapevine, TX 76051
5:45pm Arrival Time

Wednesday
April 3rd
6:00pm

Perry’s Steakhouse
2400 W State Hwy 114
Grapevine, TX 76051
5:45pm Arrival Time

Tuesday
April 23rd
6:00pm

Bingo/Bring A Friend
Education Event
at Blue Mesa Grill
612 Carroll St
Fort Worth, TX 76107
5:45pm Arrival Time

Monday
April 29th
6:00pm

Ruth’s Chris Steak House
813 Main St
Fort Worth, TX 76102
5:45pm Arrival Time

Thursday
May 2nd
6:00pm

Ruth’s Chris Steak House
813 Main St
Fort Worth, TX 76102
5:45pm Arrival Time

Friday
May 3rd
12:00pm

Ruth’s Chris Steak House
813 Main St
Fort Worth, TX 76102
11:45am Arrival Time

Tuesday
May 7th
6:00pm

Saltgrass Steak House
1770 U.S. 287 Frontage Rd
Mansfield, TX 76063
5:45pm Arrival Time

Thursday
May 9th
6:00pm

Saltgrass Steak House
1770 U.S. 287 Frontage Rd
Mansfield, TX 76063
5:45pm Arrival Time

Friday
May 10th
11am & 2pm

Mother’s Day
at Painting with a Twist

203 E Worth St Ste 100
Grapevine, TX 76051
Please Arrive 15 minutes prior

Monday
May 13th
6:00pm

Tuscan Slice
401 N Hwy 77 #15
Waxahachie, TX 75165
5:45pm Arrival Time

Tuesday
May 14th
6:00pm

The Doves Nest
105 W Jefferson St
Waxahachie, TX 75165
5:45pm Arrival Time

Wednesday
May 29th
6:00pm

Eddie V’s Prime Seafood
3100 W 7th St
Fort Worth, TX 76107
5:45pm Arrival Time

Thursday
May 30th
6:00pm

Eddie V’s Prime Seafood
3100 W 7th St
Fort Worth, TX 76107
5:45pm Arrival Time

Friday
May 31st
12:00pm

Eddie V’s Prime Seafood
3100 W 7th St
Fort Worth, TX 76107
11:45am Arrival Time

seniors at ruths chris steakhouse for one of our complimentary seminars

The topics we'll discuss include:

  • Strategies for preparing for retirement
  • Estimating retirement income 
  • Importance of having some liquidity in retirement
  • Long term goal planning

  • We’ll also review:

  • How to safeguard your money during market downturns
  • Tax-free and tax-deferred options for retirement
  • How tax code changes will impact you?
  • And more

  • We can help you understand your options and create a retirement strategy that fits your specific needs.

    We invite you to join us at a dinner seminar or to call us for more information about your retirement options.

    Fill out this form to let us know where you’re located. We’ll be in touch soon about events in your area.

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