Attend an Event
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
*Please No Attendees Under The Age Of 50. No Agents/Brokers/Advisors Permitted. Attendance Is At The Discretion Of The Presenter. DFM Is A Registered Investment Advisory Firm Helping Individuals Create Retirement Strategies Using A Variety Of Investment And Insurance Products To Custom Suit Their Needs And Objectives. This Presentation Is Designed To Provide General Information On The Subjects Covered. Investing Involves Risk, Including The Loss Of Principal, And No Investment Strategy Can Guarantee A Profit Or Protect Against Loss In Periods Of Declining Values. Any Reference To Protection Of Benefits Or Lifetime Income Refer Only To Fixed Insurance Products, Not Securities Or Investment Products. Insurance And Annuity Product Guarantees Are Backed By The Financial Strength And Claims-Paying Ability Of The Issuing Insurance Company.
Rather meet One-on-one?
Schedule a meeting with one of our team to create your financial strategy today.