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

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

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

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

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

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.