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Retirement Seminar with Bruce St. James

October 30 @ 6:30 PM - 8:30 PM MST

What do you want to do in retirement? Are you doing enough to prepare?

Join Bruce St. James, from KTAR, and Trajan Wealth for dinner at Flemings Steakhouse and 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.

Discussion Topics:

  • What does it mean to be a Dave Ramsey Smartvestor advisor and how does that benefit you?
  • What is a “trusted fiduciary” and why is he or she bound and focused, solely on your best interest.
  • Why a first or even second financial opinion is critical to surviving 20-40 years of retirement.
  • How to be confident you’re making the best choices with your life altering decisions
  • What makes Trajan Wealth different and better than others.
  • And much, much more.

Reservations are mandatory and you must call 480-990-3330 (or click below) to reserve your seat. Seats are limited and expected to fill fast.

Don’t delay your financial future for another minute! Call (480) 990-3300 to reserve your spot or fill out the form below. We will call you to confirm your reservation.

Seminar Sign-Up

  • RVSP Today

*Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered investment adviser.

Details

Date:
October 30
Time:
6:30 PM - 8:30 PM
Event Category:

Venue

Scottsdale Fleming’s
6333 N Scottsdale Rd
Scottsdale, AZ 85250 United States
+ Google Map
Phone:
(480) 596-8265
Website:
https://www.flemingssteakhouse.com/locations/az/scottsdale-n-scottsdale-rd

Organizer

Paul Kendall
Phone:
(480) 990-3300
Email:
clientdevelopment@trajanwealth.com

Locations

Speak to our financial team today about your future goals and how we can help.

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