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, our workshops 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.
Sept 18th—Taxes In Retirement Workshop - (RSVPs Required)
Time: 6:30 PM – 7:45 PM
Location: Richland, WA
Oct 5th-7th—Fall Home Show
Time: Fri 10 AM – 7 PM; Sat 10 AM – 7 PM; Sun 10 AM – 4 PM
Location: TRAC | Pasco, WA
Call 509.591.0014 for details or to RSVP your 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.
Epic Trust Investment Advisors, LLC is a registered investment adviser in the states of Arizona, California, Nevada, Oregon, Utah, and Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
Epic Trust Adviors LLC is NOT a chartered bank, trust company, or depository institution.