Welshire Advisors

Live Events

Live Events to Help You Enjoy Retirement

 

No matter what age, each of us have questions about retirement and our money. More than anything, you just want to know how to safeguard everything you’ve worked hard for.

Because of this, we host live workshops and seminars throughout the year. Each event is designed with informational tools to clearly explain your financial options so you can plan for and enjoy retirement.

Click the button below to find an event.

Upcoming Events

may, 2021

No Events

3,240

families who’ve learned more about their money and financial future

108

live events held

Since 1989

we’ve been teaching live events

What You’ll Learn

At our Live Events, you’ll learn how to identify roadblocks to planning and how to bypass those roadblocks. We understand the larger your pile of money, the more confusion it can bring. At the end of our events, we want you to view that same pile of money with a greater sense of peace and confidence.

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Tax strategies in retirement

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Investment management in retirement

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How to take control of your money

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Estate planning

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Long-term financial planning

Stop feeling anxious about retirement, join us at our next event.

Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Welshire Capital, LLC  and Welshire Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Third party posts do not reflect the views of ValMark Securities or Welshire Capital or Welshire Advisors and have not been approved prior to posting.

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