Upcoming Events

Social Security Back to School
Social Security: Back to School – August 27th

An encore presentation of Social Security Summer School featuring Rick "The Professor" Plum, CFP®!

Minneapolis Minnesota
The Bucket Strategy® Retirement Workshop in Minneapolis – September 6th

A retirement planning seminar at the DoubleTree hotel in Bloomington.

Las Vegas Retirement Planning
The Bucket Strategy® Retirement Workshop in Las Vegas – September 13th

A retirement planning seminar at the Renaissance in Las Vegas.

Portland Oregon
The Bucket Strategy® Retirement Workshop in Portland – September 20th

A retirement planning seminar at the Embassy Suites in Portland

San Diego Retirement Planning
The Bucket Strategy® Retirement Workshop in San Diego – September 27th

A retirement planning seminar at the San Diego Marriott La Jolla.

Phoenix Arizona
The Bucket Strategy® Retirement Workshop in Phoenix – October 4th

A retirement planning seminar at the Westin Kierland Resort & Spa in Phoenix.

Seattle Washington
The Bucket Strategy® Retirement Workshop in Seattle – October 11th

A retirement planning seminar at the Marriott SEATAC in Seattle.

Santa Clara, CA
The Bucket Strategy® Retirement Workshop in Santa Clara – October 18th

A retirement planning seminar at the Embassy Suites in Santa Clara.

The Bucket Strategy Retirement Workshop in Dallas
The Bucket Strategy® Retirement Workshop in Dallas – October 25th

A retirement planning seminar at the Legacy Town Center Marriott in Dallas.

Bucket Strategy Live!
Bucket Strategy Live

A new, live, online TV show featuring interviews with top investment industry professionals.

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