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March 2019

Retirement Income Seminar

March 25 @ 6:30 PM - 8:00 PM MST
Peoria Fleming’s, 9712 W Northern Ave
Peoria, AZ 85345 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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April 2019

Retirement Income Seminar

April 8 @ 6:30 PM - 8:30 PM MST
The Keg Steakhouse, 2240 E. Williams Field Rd
Gilbert, AZ 85295 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 The Keg Steakhouse in Gilbert. 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…

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Retirement Income Seminar

April 25 @ 6:30 PM - 8:30 PM MST
The Capital Grille, 16489 North Scottsdale Road
Scottsdale, AZ 85258 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 the Capital Grille. 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. …

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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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Free
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

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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Free
Seminar with Bruce St. James

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 weather market…

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