Educational Seminars

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.

SET Wealth Seminars

At SET Wealth, we hold informational seminars for our clients and the greater community that feature information on specific topics such as annuities and retirement income strategies. Often, our seminars 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. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

Our Calendar of Events

Register for a Seminar!

Fill out my online form.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.