Upcoming Events

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Throughout the course of a calendar year, Derek will be conducting public speaking events on many subjects. These events are designed to cover a particular subject that almost everyone faces during their own retirement planning process. 

The goal for these event is to ensure each attendee finds value in the time spent.  Derek will share his key areas of focus and will help you better understand not only the big picture overview but the very important particulars.  

Upcoming Events

Learning Opportunity >

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 We do not have any upcoming scheduled Events and due to the high demand for customized financial planning, we are not currently on-boarding new clients.