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January 2019

Retirement Income Seminar with Bruce St. James

January 22 @ 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 @ 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 @ 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 7 @ 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 27 @ 6:30 PM - 8:30 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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