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Upcoming Events

Complimentary retirement education events near me

Complimentary
Educational
Retirement Events

Throughout the year, Financial Resources Group offers no-cost educational retirement seminars. These are no-obligation events coupled with a gourmet meal to help retirees or soon to be retirees get answers to common questions about retirement and retirement planning.

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What to Expect

Ask questions and learn how to take control of your retirement!

  • To Help You Prepare For Retirement
  • That Can Help Your Financial Needs
  • To Help In Challenging Times
  • To Aide In Long Term Goals

As you get older, protecting your principal is a crucial factor of a successful retirement. You can no longer ride the waves of the markets passively. We can help manage your money with safety in mind. 

Expect to feel relieved AND confident about your retirement savings. We will answer the most common questions about retirement and if you have more, we can set up a no-obligation consultation to help you plan further.

There are many options when it comes to saving for retirement. We will go over some you know and some you may not know about.

Market downturns could put your hard-earned money in jeopardy. We will explain how we have kept our clients’ money safe despite market volatility. 

Contact Me about an event

Interested in one of our upcoming seminars? Do you have a friend that could benefit from our services?  You are welcome to bring guests! Fill out the form below and we will get back to you with our current schedule.

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*Backed by the claims paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.
***Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

By contacting Robert Messina CA Insurance License #0E88665 / FRG Insurance Solutions, Inc. CA Insurance License #0K21118 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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