Events

It can be difficult to make financial decisions without access to information. We’re committed to helping you make informed decisions about your financial future.

TRS Retirement Workshop

January 26, 2021 @ 6:30 pm - 7:30 pm

Events for October 2020

Calendar of Events

Calendar of Events
Monday	Tuesday	Wednesday	Thursday	Friday	Saturday	Sunday
28	29	30	1	2	3	4
5	6	7	8 Your Retirement and Taxes Class	9	10	11
12	13 Your Retirement and Taxes Class	14	15	16	17	18
19	20	21	22 Woman’s Worth® Dinner Event	23	24	25
26	27 Woman’s Worth® Dinner Event	28	29	30	31	1

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What’s Your Risk Number

Setting portfolio return expectations using risk – rather than just average return – can lead to you feeling more informed and happier about your investments. Find out what your Risk Number is with this brief tool, which uses a scientific framework that won the Nobel Prize for Economics.

FINRA Broker Check

Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member of FINRA/SIPC. 6187 Carpinteria Ave., Carpinteria, CA 93013, (800) 874-6910. LKJ Financial, LLC and Plan Member Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by LKJ Financial, LLC, Lynne James (TX Insurance License #722438), Lindsey James-West (TX Insurance License #1561746), Albert Glover (TX Insurance License. #654986) or Adam Goldman (TX Insurance License #2404721).