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Thought-Provoking & HONEST
Retirement Longevity Seminar
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.
Social Security Seminar
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.
Guaranteed Income Seminar
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.
call to RSVP at (480) 990-3300
Confirmed reservations are required to attend our seminars