Latest Past Events

Retirement Planning in Market Uncertainty

Courtyard by Marriott Houston Katy Mills 25402 Katy Mills Parkway, Katy

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 […]

Tax Planning Seminar

Hyatt House The Woodlands / Shenandoah 18645 Residence Drive, Shenandoah

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 […]

Retirement Planning in Market Uncertainty

Chama Gaúcha Brazilian Steakhouse 4025 William D Tate Ave, Grapevine

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 […]