Upcoming Events & Workshops

When it comes to your financial future, knowledge is the critical first step. Helping our community make informed financial decisions about the days ahead.

Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature. We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Upcoming Events

Let’s put Retirement Planning in Today’s Economy with Retirement Elevated: Plan Well – Retire Well – Live Well

Call 225.590.5362

Tuesday and Thursday
September 8th and 17th
6:00 pm – 8:30 pm

Fletcher Technical College
Room 2013
1407 Highway 311
Shriever, LA 70396

Instructor: Barry Engolio
Class Tuition is just $49 and covers all course materials.

Click here to pre-register for this seminar today!

Thursday and Tuesday
September 10th and 15th
6:00 pm – 8:30 pm

South Louisiana Community College
Auditorium Room 1574
1101 Bertrand Drive
Lafeyette, LA 70506

Instructor: Barry Engolio
Class Tuition is just $49 and covers all course materials.

Click here to pre-register for this seminar today!

 

Online Registration: 

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Please note that our informational materials and presentations may include information regarding insurance products for sale.