Phone: 817.328.6152 / info@compassretirement.com / Visit Us!

Events


We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

Upcoming Events

  • Tue
    15
    Oct
    2019

    3 Keys of Successful Retirement

    6:30 pmKirby’s – 3305 E State Hwy 114, Southlake, TX 76092
  • Thu
    17
    Oct
    2019

    3 Keys of Successful Retirement

    6:30 pmKirby’s – 3305 E State Hwy 114, Southlake, TX 76092
  • Sat
    26
    Oct
    2019

    A Timely Education Event for IRA and 401K Owners

    10:00 amCoppell Center - 345 W Bethel Road, Coppell, TX 75019

About Our Events

At Compass Retirement, we hold informational events and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our events include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend an event, feel free to schedule a one-on-one, no-obligation meeting.

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