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April 2019

Retirement Game Plan with Ron Wolfley

April 29 @ 6:30 PM - 8:30 PM MST
The Keg Steakhouse, 2240 E. Williams Field Rd
Gilbert, AZ 85295 United States
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Seminar with Ron Wolfley

Retirement Game Plan Seminar with Ron Wolfley Join Ron Wolfley, former NFL player and Arizona Sports 98.7 FM host, and Trajan Wealth for dinner at The Keg Steakhouse in Gilbert. Learn how to develop a game plan for your retirement needs.  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…

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May 2019

EVENT FULL: Retirement Longevity with Bruce St. James

May 1 @ 6:30 PM - 8:30 PM MST
The Keg Steakhouse, 2240 E. Williams Field Rd
Gilbert, AZ 85295 United States
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Seminar with Bruce St. James

EVENT FULL: Retirement Longevity Seminar with Bruce St. James 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…

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Retirement Income Seminar

May 2 @ 6:30 PM - 8:30 PM MST
Scottsdale Fleming’s, 6333 N. Scottsdale Rd
Scottsdale, AZ 85250 United States

  You and a guest are invited to join Trajan Wealth advisors, Dave Ramsey SmartVestors, for a complimentary meal and retirement income seminar at Flemings Steakhouse in Scottsdale. 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 themselves from other wealth management firms. Reservations are required and seating is…

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Scottsdale Home and Landscape Show

May 3 @ 10:00 AM - May 5 @ 5:00 PM MST
WestWorld of Scottsdale, 16601 N Pima Rd
Scottsdale, AZ 85260 United States
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$10
Home and Garden board

  FRIDAY, MAY 3RD: 10AM-6PM | SATURDAY, MAY 4TH :  10AM-6PM | SUNDAY, MAY 5TH: 10AM-5PM The DIY approach can work on refreshing your home but think twice about crafting your retirement without advice. Stop by booth 2135 to chat! Trajan financial advisors will answer your questions, based on their years of experience in financial services and money management.  

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Retirement Income Seminar

May 7 @ 6:30 PM - 8:30 PM MST
Sullivan’s Steakhouse, 1785 E River Rd
Tucson, AZ 85718 United States
Retirement Seminar

  You and a guest are invited to join Trajan Wealth advisors, Dave Ramsey SmartVestors, for a complimentary meal and retirement income seminar at Sullivan's Steakhouse in Tucson. 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 themselves from other wealth management firms. Reservations are required and seating is…

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