Upcoming Event
Retirement Income Workshop
Sep 19, 2026 at 8:00 am - 9:00 am
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Retirement Income Workshop
You've spent decades building wealth — but do you have a plan to make it last? Join us for an in-person seminar where we'll cut [...]
Past Event Recordings
CANDID COFFEE
Ask Us Anything
CANDID COFFEE
What You're Being Told About Annuities is Wrong
CANDID COFFEE
Savvy Social Security Planning
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Candid Coffee Past Events
Join Richard Rosso and Danny Ratliff (and sometimes, special guests) for an open forum on what you need to know about money, retirement, risk-management, and how to protect your household against financial vulnerability.
Lunch & Learn Past Events
Take a break from the grind and expand your mind with Richard Rosso and Danny Ratliff with practical lessons on money management and financial strategies to bolster your savings and sense of fiscal security.