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December 2018

Trajan Wealth’s 3rd Annual Charity Golf Tournament

December 17 @ 11:00 AM - 8:00 PM MST
Troon North Golf Club, 10320 E Dynamite Blvd
Scottsdale, AZ 85262 United States
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Free
3rd Annual Charity Golf Tournament

Trajan Wealth's 3rd Annual Charity Golf Tournament December 17th, 2018   Join us for this Trajan Wealth client appreciation event that's part golf, part toy drive, and all fun! Clients can donate an unwrapped toy for the kids of Sojourner Center for the holidays. You’ll enjoy a great day on the links at Troon North and a delicious dinner afterward.  You can also purchase a $60 Super Ticket to participate in the multiple contests, register for great raffle prizes, and receive…

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January 2019

Retirement Income Seminar with Bruce St. James

January 22, 2019 @ 6:30 PM - 8:30 PM MST
Scottsdale Fleming’s, 6333 N. Scottsdale Rd
Scottsdale, AZ 85250 United States
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Free
Retirement Seminar

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. You will learn: The major challenges facing every…

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Retirement Game Plan Seminar with Ron Wolfley

January 24, 2019 @ 6:30 PM - 8:30 PM MST
Scottsdale Fleming’s, 6333 N. Scottsdale Rd
Scottsdale, AZ 85250 United States
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Free
Retirement Game Plan

Join Ron Wolfley, former NFL player and Arizona Sports 98.7 FM host, and Trajan Wealth for dinner at Flemings Steakhouse and 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 themselves from other wealth management firms. Don’t delay!  Even…

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Retirement Income Seminar

January 31, 2019 @ 6:30 PM - 8:30 PM MST
Tucson Fleming’s, 6360 N Campbell Ave
Tucson, AZ 85718 United States
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Free

  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. 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 limited.  RSVP…

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February 2019

Retirement Income Seminar

February 4, 2019 @ 6:30 PM - 8:30 PM MST
Tucson Fleming’s, 6360 N Campbell Ave
Tucson, AZ 85718 United States
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Free
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 Flemings Steakhouse. 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 limited.  RSVP…

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Retirement Income Seminar

February 6, 2019 @ 6:30 PM - 8:30 PM MST
Tucson Fleming’s, 6360 N Campbell Ave
Tucson, AZ 85718 United States
+ Google Map
Free
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 Flemings Steakhouse. 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 limited.  RSVP…

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Retirement Income Seminar

February 7, 2019 @ 6:30 PM - 8:30 PM MST
Chandler Fleming’s, 905 N 54th St
Chandler, AZ 85226 United States
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Free
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 Flemings Steakhouse. 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 limited.  RSVP…

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Retirement Income Seminar

February 11, 2019 @ 6:30 PM - 8:30 PM MST
Scottsdale Fleming’s, 6333 N. Scottsdale Rd
Scottsdale, AZ 85250 United States
+ Google Map
Free

  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. 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 limited.  RSVP…

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Retirement Income Seminar

February 12, 2019 @ 6:30 PM - 8:30 PM MST
Chandler Fleming’s, 905 N 54th St
Chandler, AZ 85226 United States
+ Google Map
Free
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 Flemings Steakhouse. 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 limited.  RSVP…

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Retirement Income Seminar

February 19, 2019 @ 6:30 PM - 8:30 PM MST
Scottsdale Fleming’s, 6333 N. Scottsdale Rd
Scottsdale, AZ 85250 United States
+ Google Map
Free
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 Flemings Steakhouse. 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 limited.  RSVP…

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