When it comes to your financial future, knowledge is the critical first step. Helping our community make informed financial decisions about the days ahead.

Complimentary “Retirement Readiness Kit”

How to Maximize Your Retirement Readiness

The Case For A:  Retirement Income Plan

*Pre-qualification may apply to attend an event. A member of our staff will be contacting you for pre-qualification and reservation confirmation.By attending an event or meeting, you may be offered financial products for sale.

Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature. We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Upcoming Events

San Antonio Informational Retirement Seminars 

Reservations are required to attend these events.   Some qualification may apply. 


Tuesday, June 16, 2015 at 6:30 PM
Location:  J Prime Steakhouse

Tuesday, June 23, 2015 at 6:30 PM
Location:  J Prime Steakhouse

Wednesday, July 1, 2015 at 6:30 PM
Location:  J Prime Steakhouse

* * Dates, Times and Locations of Events are subject to change.