• Request a no-obligation meeting today with us to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us
    Call Sandy Today! 1 (800) 589-5534
    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.
    Home » Seminars

    Sandy Morris Financial Services Seminars

    At Sandy Morris Financial Services we hold informational seminars for our clients and the greater community that feature information on specific topics, such as long-term care and estate planning. 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.

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

    Our Calendar of Events

    Check back for upcoming seminars!

    Workshop Registration
    Fill out my online form.
    Who We Are / Our Focus
    meet sandy morris

    Sandy’s in-depth knowledge and many years of experience in the financial industry will provide the diversity you need in realizing the retirement of your dreams.
    learn more about sandy
    Get Educated

    You can no longer rely on Social Security to cover your retirement. Sandy Morris Financial Services can help you start planning today to safeguard your future retirement.
    Attend a Free Seminar
    Sandy's New Book

    "The Most Important Decisions You Will Make Over 50: A Roadmap to a Joyful Retirement Through Social Security Maximization"
    Get Sandy's New Book

    Privacy Policy | Terms of Use | ADV | SMF Privacy Notice

    Investment Advisory Services offered through Sandy Morris Financial and Estate Planning Services, LLC, a Registered Investment Advisor

    Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and those guarantees are not offered by Sandy Morris Financial, Inc., or Global Financial Private Capital.

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