Seminars

Choose from our library of turnkey dinner seminars, created by our industry experts and featuring a variety of financial topics. You’ll be sure to get people in the seats and fill the room.

Flip the Switch

“Flip the Switch on Your Taxes in Retirement” is a turnkey dinner seminar designed to educate your clients on how to reduce and/or eliminate their income taxes and Social Security taxes during retirement.

ABC Snackshops

Our ABC Snackshop Program is a concise 20-minute presentation of the ABC Planning Model—perfect for client events!

Paycheck for Life

This no-nonsense seminar discusses the pros and cons of all annuities.

Wall Street’s on Fire

This seminar is an eye-opening look at the risk and volatility of today’s Stock Market.

Wall Street Worries

The Wall Street Worries seminar captures the struggles facing those headed for retirement when trying to make their income and assets last for the next three decades.

Winning in Retirement

Attendees will learn about the four biggest challenges to a successful retirement and how to beat them.

We’ll show you how our Seminars can make a difference today.