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Retirement Kit
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  • Workshops

    Smith & Cox Workshops

    Our workshops, appreciation events, speaking engagements, and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials, and product literature. 

    We invite all clients, referrals, and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Our Calendar of Events
     

    Morning Mojo 
    Every Second Tuesday of the month 
    Quail Creek Clubhouse 
    2055 E Quail Crossing Blvd, Green Valley Az 85614
    9:05 am 

     Dominick's in Green Valley  
     77 E Paseo De Golf, Green Valley Az 85614
     February 7th and the 12th from 3:30-5:30 pm          
     

     Desert Fest at Saddle Brooke Ranch 
     31143 S Amenity Dr, Oro Valley Az  85623  
     February 23th from 11 am -3 pm  
     

    Wine & Wisdom at the Keg 
    12005 N Oracle Rd, Oro Valley Az 85737
    February 28th from 3:30 pm -5:30 pm

    Joint event with Kathy Cleere 
    Sunflower Village Center 
    9401 N Sunflower Park Dr, Tucson Az 85743
    March 21st Starts at 5:00 pm  

     Annual Court Yard BBQ 
    103714 N Oracle Rd, Oro Valley Az 85737
    (Our main office )
    March 30th from 3:00pm -6:00 pm 

    Bob's Steak & Chop House 
    2727 W Club Dr, Tucson Az 85742
    April 4th ,10th & 16th from 4:00pm - 5:30pm 

    Dominick's in Green Valley  
    77 E Paseo De Golf, Green Valley Az 85614
    April 26th from 3:30 pm - 5:30 pm

    Firefly Restaurants
    3001 I-19 Frontage Rd, Amado Az 85645
    April 30th From 3:30 pm to 5:30 pm  

    Wine & Wisdom Event 
    Quail Creek Clubhouse 
    2055 E Quail Crossing Blvd, Green Valley Az 85614
    May 8th from 3:30 pm - 5:30pm 

    Annual Health & Wealth Event 
    Exciting new destination to be announced 
    July 18th 
    (More Information to come )


    Annual Holiday Celebration  
    Location to be announced 
    November 9th 

    Workshop Registration
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    Privacy Policy | Terms

    Neither the company, nor its agents or representatives may give tax, legal, or accounting advise. Individuals should consult with a professional specializing in those areas regarding the applicability of this information to his/her situation.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.