It can be difficult to make financial decisions without access to the right information. We're committed to helping you make informed decisions about your financial future.
At Epic Trust Investment Advisors LLC, we hold informational workshops for our clients and the greater community that feature information on specific topics, such as retirement income planning and investment management. Often, ourworkshopss 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 workshop.
June 20th—Annual Client Event - (RSVPs Required)
Time: 6 PM – 8 PM
Location: Richland, WA
Sept 18th—Taxes In Retirement Workshop - (RSVPs Required)
Time: 6:30 PM – 7:45 PM
Location: Richland, WA
Call 509.591.0014 for details or to RSVP yours spot today, limited space available!
Retirement lifestyle is in you hands. Please allow us to present some ways you can own all your tomorrows, by attending an upcoming workshop.
Fill out the information below to register for an upcoming event.
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.
Advisory & Financial Planning Services offered through Epic Trust Investment Advisors LLC. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal.
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. 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. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Epic Trust Investment Advisors LLC, and its affiliated companies.
Epic Trust Adviors LLC is NOT a chartered bank, trust company, or depository institution.