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Retirement Longevity with Bruce St. James

November 6, 2019 @ 6:30 PM - 8:00 PM MST

Bruce St James

Are you over 50 and looking for advice on over $100,000 of investable assets?

Join Bruce St. James, from KTAR, and Trajan Wealth for dinner at The Keg Steakhouse in Gilbert. Learn how to develop a plan for your retirement needs.

With a broad range of expertise and a shared commitment to putting our clients’ best interests first, the Trajan Wealth team has developed a proven track record of successfully aligning assets with each client’s unique objectives to leverage and manage investment portfolios that can weather market fluctuations.

You will learn:

  • The major challenges facing every investor in today’s volatile market.
  • What having a trusted fiduciary really means.
  • Why a 1st or 2nd financial opinion can be critical to sustaining 20-40 years of retirement.
  • How Trajan Wealth separates itself from other wealth management firms.

Reservations are required to attend this event.  Please use the form below and we will call you to confirm your reservation.

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*Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered investment adviser.  Please note all seminars start at 6:30 pm sharp, so please plan to arrive around 6:15 pm. We will call you to confirm and complete your reservation.

Details

Date:
November 6, 2019
Time:
6:30 PM - 8:00 PM
Event Category:

Venue

The Keg Steakhouse
2240 E. Williams Field Rd
Gilbert, AZ 85295 United States
+ Google Map
Phone:
(480)990-3300

Organizer

Trajan Events Team
Phone:
(480) 793-7785
Email:
events@trajanwealth.com
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