Seminars

Discover the key factors that impact your retirement savings—and learn how you can make your money last.

Please Join Us

If you want to learn more about common retirement financial challenges and how to overcome them, we can help. We believe that knowledge is power when it comes to planning for retirement. So, to provide retirees and those nearing retirement with useful, up-to-date information on important topics, we regularly hold no-cost, informative dinner seminars. 

Complimentary Meal

We partner with a variety of restaurants to hold these events throughout the year, helping clients and potential clients get educated while enjoying a free meal (also on us).
gourmet chicken meal at retirement seminars 1
complimentary filet dinner at educational retirement seminars 2
couple at dinner seminar learning about retirement strategies

We hold these events at no cost because we believe that pre-retirees and retirees should be adequately educated to make the best decisions for themselves.

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Would you attend a seminar?

Please contact us to learn about upcoming events. Let us know what area you are from and we’ll be in touching regarding upcoming seminar events near you.

Events fill up quickly, so attendees should reach out to make their reservations as soon as possible. We look forward to seeing you there.

Services

Company

Location

3560 Bridgeport Way W, Suite 1D
University Place, WA 98466

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Joshua Meyer WA Lic. #238262/Curt Chojnowski WA Lic. #222547/Executive Benefits Group WA Lic. #915203, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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