Coming Soon...Reserve Your Seat Now!

“Six Ways Retirees Screw up Their Finances”

And How to Avoid Them!

For investors - especially over age 50 - who are planning for retirement or have already retired, and who want to avoid costly mistakes!

If you attend only one discussion this year, do not miss this opportunity to learn how to avoid the 6 most expensive financial mistakes made by retirees.

We'd love to have you as our guest!  Details are still being finalized, but one thing's for certain: space will be limited, so registration in advance will be required. 

SIGN UP NOW FOR PRIORITY STATUS. 

We will notify you as soon as details are available and give you "first choice" on seating for the event.  (If the date isn't convenient for you, we will keep you at the top of the priority notification list for the next available seminar date.)

To reserve your seat - without cost or obligation - simply choose the EASY and SECURE method you prefer:

1. ONLINE: Complete the secure online form below and click "Submit Information."
   (If you still see the form after clicking "Submit", look for an error message in red that will tell you what additional information is needed. Items with an asterisk* are required.)
   
   
2. BY PHONE: Call the CSI Hotline at 972.715.2424. 
   Leave a message with your name, contact information, and number of guests you would like to bring.

That's it! A representative will contact you to confirm the details.

Member: FINRA and SIPC