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Family-focused financial planning is all about relationship. Our success is measured by your success, beyond financial, it includes helping you enjoy the richness of life. In the course of doing business, we can’t help but make friends because we get to know you so well as we help you define your dreams and build your legacy.

At Roberts Retirement Group, every client is like one of the family, and as a family, we enjoy getting together. We hold a series of events throughout the year. They’re our way of saying thank you. So come join the fun and be a part of our family. We also believe in the importance of education, hence we hold public educational workshops throughout the year.

Call us at (209) 223-7870 or email for details on events and upcoming educational workshops.



Hawaiian Luau - Client Event You are invited to a Hawaiian Luau Saturday, August 26th, 2017 at 5pm Island Cuisine, Music, Hula Entertainment Hosted by: Ron & Julie Roberts Please RSVP by August 18th 209-223-7870 Jackson Office


TRUST EVENT Educational Workshop for prospective clients *Registration required-please call our office at 209-223-7870 Logan's Roadhouse in Elk Grove: November 2nd @ 11:30am & 6pm November 9th @ 6pm


Ron & Julie Roberts Invite you to their home for a New Client Dinner Friday, October 6th, 2017 at 6pm Please RSVP at 209-223-7870 Jackson Office


Holiday Open House

December 2, 2017 11:00a - 2:00p Pacific Standard Time

Please join our Client Holiday Open House Hosted by: Ron & Julie Roberts Saturday, December 2nd, 2017 from 11am-2pm Please RSVP at 209-223-7870 Jackson Office

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