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