Educational Events
Please Join Us!
Throughout the year, Fraga Financial hosts events where we provide a complimentary gourmet dinner and an informational insurance presentation.
These events are no-cost, no-obligation. Additionally, these events are designed to help retirees and pre-retirees get answers to common questions about retirement and retirement strategies. Some of the topics we cover include:
- Retirement strategies
- How to estimate retirement income
- The importance of having some liquid assets when you retire
- Goal planning for the long term
In addition, we'll discuss:
- Protecting your money during market downturns
- Tax-free* and tax-deferred retirement options
- What impact tax code changes could have on you
- And more
We Look Forward to Meeting You!
Reach out to us to let us know where you’re located. We’ll let you know about upcoming events in your area.