(228) 388-2031 info@robertswealthms.com

Roberts Wealth Management Seminars

At Roberts Wealth Management, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on various retirement topics. 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 and insurance sales presentation.

By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

January
Tax & Income Planning @ USM Long Beach
Social Security Planning @ MGCCC
Ruth’s Chris Steakhouse
February
Tax & Income Planning @ Pearl River Community College
Social Security Planning @ Pearl River Community College
Jourdan River Steamer
March
Social Security Planning @ USM Long Beach
Tax & Income Planning @ MGCCC
Mary Mahoney’s French House
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