Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.

O.W.N. Your Retirement Dinner Seminars

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.


Lunch & Wisdom Events

Education does not stop when you retire. At Kaizen Financial Group, we encourage you to continue learning, and we help you do that. Join us for our monthly Lunch & Wisdom classes, with topics including Medicare, identity theft, the market, long-term care needs and more. A light lunch is provided at these events; registration is required.


Dinner Seminars

Can your retirement strategy withstand the volatility and uncertainty of the financial world today? Join us for one of our educational dinner events, where Albert and Charles will help guide you to O.W.N. Your Retirement. You will also learn about:

  • Managing stock market volatility before and during retirement
  • How the new tax reform can boost your retirement income
  • Maximizing your Social Security benefits
  • Preparing for the rising costs of long-term care needs
  • The importance of having a financial plan and the key elements your plan should have

Complete your registration

Fill out the form below to register for one of our events.

  • Date Format: MM slash DD slash YYYY

Rather Meet


Schedule a meeting with one of our team to create your financial strategy today.


Or give us a call at 586.752.7008