Our seminars are for couples, ages 55-79. We are in the process of scheduling our next event. Please return soon for the next date and location.

You are invited to join us to become better informed and enjoy a complementary dinner following the presentation. The presentation is for educational purposes only. You will not be able to buy anything at the meeting, nor will anything be offered.

After meeting us and experiencing our workshop, you will be given an opportunity to schedule a confidential meeting where we can get to know you and your unique circumstances. If appropriate, you will be invited to return for another meeting to receive recommendations that are specific to your situation and retirement needs..

Seating is limited and available by reservation only. Please call our RESERVATION HOTLINE (817-529-4040) to reserve your seats.

If you are married, we strongly recommend you bring your spouse because we feel it is important that both of you understand and are comfortable with any course of action you may choose to take.

Our Seminar Disclosure Statement