"Financial Rules for a Great Retirement" is designed to educate attendees on the most important determinants of financial success in Retirement Investing. We provide clear guidelines to follow that are easy to remember and implement.
The "Complete Retirement Planning Workshop" is taught at Las Vegas area universities 3 times per year and includes 6 hours of instruction (2 hours per night for 3 nights). Topics include: Cash Management, Risk Management, Tax Planning, Retirement Planning, Investments and Estate Planning. These topics are covered in sufficient detail so that attendees are better able to work with their accountant, estate planning attorney and financial advisor.
"The Professional Advisor Series" are single topic seminars which are a bit more in depth and geared toward mid to high net worth investors as well as CPA's, Bankers and Estate Planning attorneys.
| Event Schedule |
Register Today (877) 975-7400 |
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Workshop Title:
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Social Security & Medicare Benefits |
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Date: |
Thursday, Sept 4th |
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Time: |
11:00 AM |
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Location: |
McCormick & Schmicks
335 Hughes Center Drive
Las Vegas, Nevada
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Workshop Title:
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Social Security & Medicare Benefits |
| Date: |
Thursday, Sept 4th |
| Time: |
3:30 PM |
| Location: |
McCormick & Schmicks
335 Hughes Center Drive
Las Vegas, Nevada
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Workshop Title:
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Investing for Income |
| Date: |
Wednesday, Oct 16th |
| Time: |
11:00 AM |
| Location: |
McCormick & Schmicks
335 Hughes Center Drive
Las Vegas, Nevada
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Workshop Title:
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Making Money in Turbulent Times |
| Date: |
Tuesday, Oct 23rd |
| Time: |
11:00 AM |
| Location: |
McCormick & Schmicks
335 Hughes Center Drive
Las Vegas, Nevada
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Securities offered through Crown Capital Securities, L.P. member FINRA and SIPC. |
| Quote of the day |
| " It is said an eastern monarch once charged his wise men to invent a sentence, to be ever in view, and which should be true and appropriate in all times and situations. They presented him with the words, 'And this, too, shall pass' "
Abraham Lincoln
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| Featured Articles |
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| Our Mission Statement |
Our mission is to help clients avoid common financial mistakes that result in poor performance, unnecessary taxes and high fees. We always strive to deliver the highest investment returns for our clients with the lowest possible risk.
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