Register for an Event

We're committed to helping you make informed decisions about your financial future

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Attend an Upcoming Event

We host seminars in the community to connect with others and share the importance of preparing for your financial future. Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. We’d love to see you at our next event.

Upcoming Events:

Jun
25
Volunteer Opportunity
9:00 am | Ronald McDonald House
Jul
06
Live Event: Pensacola
6:00 pm | Jackson’s Steakhouse
Jul
08
Live Event: Pensacola
6:00 pm | Jackson’s Steakhouse
Jul
13
Live Event: Pensacola
6:00 pm | Jackson’s Steakhouse
Jul
15
Live Event: Pensacola
6:00 pm | Jackson’s Steakhouse
Aug
14
Half-Time Report
4:00 pm | Wahoo Stadium
Aug
17
Live Event: Mobile
6:00 pm | Downtown Public Library
Aug
19
Live Event: Mobile
6:00 pm | Downtown Public Library
Aug
24
Live Event: Baldwin
6:00 pm | Jesse’s Steakhouse
Aug
26
Live Event: Baldwin
6:00 pm | Jesse’s Steakhouse
Sep
17
Volunteer Opportunity
9:00 am | Ronald McDonald House
Sep
21
FRS Event, FRS Employees
6:00 pm | Jackson’s Steakhouse
Sep
23
FRS Event, FRS Employees
6:00 pm | Jackson’s Steakhouse
Sep
29
Live Event: Pensacola
6:00 pm | Jackson’s Steakhouse
Sep
30
Live Event: Pensacola
6:00 pm | Jackson’s Steakhouse
Oct
05
Live Event: Pensacola
6:00 pm | The Grand Marlin of Pensacola Beach
Oct
07
Live Event: Pensacola
6:00 pm | The Grand Marlin of Pensacola Beach
Oct
09
Luau
6:00 pm | Andrew’s House
Oct
26
Live Event: Fairhope
6:00 pm | Fairhope Library
Oct
28
Live Event: Fairhope
6:00 pm | Fairhope Library
Nov
02
Live Event: Mobile
6:00 pm | Oyster Bar
Nov
04
Live Event: Mobile
6:00 pm | Oyster Bar
Nov
13
Platinum Event
6:00 pm | Fairhope Library
Dec
03
Volunteer Opportunity
9:00 am | Ronald McDonald House

Rather Meet One-On-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 850-637-1140.