Locations in Arizona, Oklahoma, and Utah
1 (800) 838-3079
We’ve made the difficult decision to postpone all Trajan Wealth seminars until further notice in order to mitigate the spread of COVID-19. We will reschedule our group events once the pandemic threat passes.
Meet Trajan Wealth and discuss the big picture retirement topics. Especially why a first or even second financial opinion is critical to surviving 20-40 years of retirement.
Timing can be everything. During this seminar, you will learn how different life scenarios can impact the amount of Social Security benefits you could receive. We will cover strategies for maximizing your benefits.
Enjoying retirement starts with smart income planning. Learn about annuities and how to customize your retirement income plan to support the lifestyle that you envision.