Complimentary Seminars

Trajan Wealth seminar Update:

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.

We are here to help

If you're struggling with the recent market volatility, its time to talk to a professional. Our advisors can talk you through what steps you can take to protect your portfolio and retirement income. Our offices are open for appointments or you can schedule a virtual appointment. Call us at 1-866-837-3113.

Thought-Provoking & HONEST

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Retirement Longevity

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

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.