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.

Your Retirement and Taxes Class

October 17 @ 6:30 pm - 8:00 pm

TRS Educator’s Workshop

January 28, 2020 @ 10:00 am - 11:00 am

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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 Jennifer Sellers (TX Insurance License #1093213).

Events

Woman’s Worth® Dinner Event

October 24 @ 6:30 pm - 8:30 pm