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Get Educated!

Learn how to reach your financial goals,
no matter when or where you start.

Our Live  & On-Line Events focus on topical financial concerns that individuals and their families need to understand in order to plan and prepare for unexpected financial events and support their continued lifestyle.

Attend one of our free events to learn how to address these concerns, so you can feel more confident about the days ahead. 

Register for one of our free events


Watch the replay!

The workshops below are not currently scheduled. If you would like to be notified when they are click on the titles and enter your contact info and we will info you when they have been scheduled.

Seven Critical Steps for Dealing with Dementia

Seven Critical Steps For Dealing with Dementia

Retirement: Are we asking the right questions?

Would you rather meet one-on-one in the privacy of an office or over the phone from your home? That’s also an option!

Schedule a meeting

Or give us a call at one of our offices to schedule a meeting.
NV Office Number: (702) 546-8825
SoCal Office Number: (714) 455-9848

Susan Marshall

 I help 

Need a speaker for your next event?

Susan loves presenting to groups! Available topics include…

  • Taxes in Retirement: Facing the Financial Reality
  • Inspiring Women: Retirement in Today’s Economy
  • Time & Paycheck: Retirement Planning for the Young Professional
  • Protecting Your Future with Tax-Free Long-Term Care
  • Using Life Insurance to Build Wealth

Ready to Take the Next Step?

Book a free, no-obligation call now.