Retirement Planners of America

Retirement Planning in Market Uncertainty
2024-05-14 18:30 - 20:00 (America/Chicago) | Retirement Planners of America, 2820 Dallas Parkway, Plano, TX, 75093, United States
Retired or retiring soon? In this seminar, designed for people over 50, you will learn:

Some of the worst enemies to your financial well-being in retirement.
When it could be a good time to invest and or protect your capital.
How to project your hurdle rate, or the rate of return we think you need to earn on your money to support your lifestyle during retirement.
How to estimate your magic number, or how much we think you’ll need to retire or stay retired.
How our Invest and Protect Strategy is designed for unlimited upside with a tolerable downside to help protect you from losses that could force you delay retirement or unretire.

Retirement Planning in Market Uncertainty
2024-05-13 18:30 - 20:00 | Plano Event Center, 2000 East Spring Creek Parkway, Plano, Texas, 75074
Retired or retiring soon? In this seminar, designed for people over 50, you will learn:

Some of the worst enemies to your financial well-being in retirement.
When it could be a good time to invest and or protect your capital.
How to project your hurdle rate, or the rate of return we think you need to earn on your money to support your lifestyle during retirement.
How to estimate your magic number, or how much we think you’ll need to retire or stay retired.
How our Invest and Protect Strategy is designed for unlimited upside with a tolerable downside to help protect you from losses that could force you delay retirement or unretire.

Complimentary Dinner Provided

Tax Planning Seminar
2024-05-13 11:30 - 13:00 | Tupelo Honey Southern Kitchen & Bar, 6725 Winning Drive, Frisco, Texas, 75034
Taxes could be one of your biggest expenses in retirement. Learn tax filing strategies designed to help you save money in retirement. This presentation will cover:

Recent changes in tax policy
The Four Tax Buckets in retirement
Strategies for tax savings · RPOA’s 3 Guiding Principles for income in retirement

Complimentary Lunch Provided

Retirement Planning in Market Uncertainty
2024-05-07 18:30 - 20:00 | Courtyard by Marriott Houston Katy Mills, 25402 Katy Mills Parkway, Katy, TX, 77494, United States

Tax Planning Seminar
2024-05-06 18:30 - 20:00 | Hyatt House The Woodlands / Shenandoah, 18645 Residence Drive, Shenandoah, 77385, United States
Taxes could be one of your biggest expenses in retirement. Learn tax filing strategies designed to help you save money in retirement. This presentation will cover:

Recent changes in tax policy
The Four Tax Buckets in retirement
Strategies for tax savings · RPOA’s 3 Guiding Principles for income in retirement

Retirement Planning in Market Uncertainty
2024-04-25 18:30 - 20:00 | Chama Gaúcha Brazilian Steakhouse, 4025 William D Tate Ave, Grapevine, TX, 76051, United States

Estate Planning Seminar
2024-04-22 11:30 - 13:00 | Corporate Solutions and Economic Development Building, 2301 Horizon Drive, Fort Worth, 76177, United States
Our educational presentation on estate planning is designed to help you learn more about strategies that can help you protect your financial legacies. We provide:

Information about wills, trusts, and probate.
Insight into how Long- Term Care expenses can affect your estate.
Strategies designed to help preserve wealth and minimize taxes

Estate Planning Seminar
2024-04-16 18:30 - 20:00 | Retirement Planners of America, 2820 Dallas Parkway, Plano, TX, 75093, United States

Retirement Planning in Market Uncertainty
2024-04-15 11:30 - 13:00 | Tupelo Honey Southern Kitchen & Bar, 6725 Winning Drive, Frisco, Texas, 75034

Retirement Planning in Market Uncertainty
2024-04-10 18:30 - 20:00 | SpringHill Suites by Marriott Houston I-45 North, 15555 North Fwy, Houston, TX, 77090, United States

Retirement Planning in Market Uncertainty
2024-03-27 18:30 - 20:00 | Frisco Public Library, 8000 Dallas Pkwy, Frisco, TX, 75034, United States

Social Security Blueprint
2024-03-25 18:30 - 20:00 | Frisco Public Library, 8000 Dallas Pkwy, Frisco, TX, 75034, United States
Navigate the complexities of Social Security. In this presentation, we cover:

Social Security fundamentals.
Strategies for optimizing benefits tailored to your individual circumstances.
Q&A session to address specific concerns.

Retirement Planning in Market Uncertainty
2024-03-19 18:30 - 20:00 | Corporate Solutions and Economic Development Building, 2301 Horizon Drive, Fort Worth, 76177, United States

Social Security Blueprint
2024-03-18 18:30 - 20:00 | The Keller Pointe, 405 Rufe Snow Drive, Keller, 76348, United States

Social Security Blueprint
2024-03-05 18:30 - 20:00 | Houston Community College – District Office, 3100 Main St, Houston, TX, 77002, United States

Social Security Blueprint
2024-03-04 18:30 - 20:00 | Hyatt House The Woodlands / Shenandoah, 18645 Residence Drive, Shenandoah, 77385, United States
Navigate the complexities of Social Security. In this presentation, we cover:

Social Security fundamentals.
Strategies for optimizing benefits tailored to your individual circumstances.
Q&A session to address specific concerns.

Register Here

Retirement Planning for Market Uncertainty
2024-02-26 18:30 - 19:30 | Courtyard by Marriott Dallas Plano in Legacy Park, 6840 N. Dallas Pkwy, Plano, TX, 75024, United States
Retired or retiring soon? In this seminar, designed for people over 50, you will learn:

Some of the worst enemies to your financial well-being in retirement.
When it might be a good time to invest or protect your capital.
How to project your hurdle rate, or the rate of return we think you need to earn on your money to support your lifestyle during retirement.
How to estimate your magic number, or how much we think you’ll need to retire or stay retired.
How our Invest and Protect Strategy is designed for unlimited upside with a tolerable downside to help protect you from losses that could force you delay retirement or unretire.

Social Security Workshop
2024-02-01 16:30 - 18:30 | The Royal Sonesta Houston Galleria, 2222 W Loop S, Houston, TX, 77027

Social Security Workshop
2024-01-27 18:30 - 20:30 | The Westin Galleria Dallas, 13340 Dallas Pkwy, Dallas, TX, 75240, United States

Retire Wiser
2024-01-22 17:00 - 19:00 | Marriott Dallas Allen Hotel & Convention Center, 777 Watters Creek Blvd, Allen, TX, United States
