Please join us for one of our upcoming events exclusively designed for Retirees and those with retirement on the horizon looking for direction or a second opinion.
Already an SFG client? Please share the wealth of knowledge with your friends and family about all the great work we do and bring them to an event. We love being introduced!
Not sure if your retirement dreams will match your reality?
Ready to start transitioning into retirement and don't know where to start?
Think you may need an adjustment in your current financial strategy?
Do you have a friend or family member that needs our help?
Have your circumstances changed since you last visited with us?
Did you inherit assets in the last year?
Do you have lazy money not earning anything?
If so, join us at one of our upcoming events. Hear Bryan's story and learn how you can take the steps necessary to plan for your future, avoid paying too much in taxes, and make your savings and investments work for your goals.
Fill out the Seminar Registration form on this page to request your seat!
Topics covered are best suited for those over the age of 57 with $250,000 or more in retirement savings.
All attendees should be nearing retirement or currently in retirement. Our policy is to give preferential seating first to first-time attendees. Married guests must attend together.
A representative of Stuart Financial Group will be contacting you to confirm the details of your reservation request and dinner options. Please provide a daytime telephone number where we can reach you during the workday.
* This website may contain concepts that have tax, accounting or legal implications. The material is intended for informational purposes only. It is not intended to provide tax, accounting or legal advice or to service as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters.