Events & Seminars

We’re committed to providing helpful, quality information that leads to more confidence in your retirement income strategy. We offer a select number of educational events each year to help potential clients better prepare for a secure retirement.

Upcoming Seminars

Strategies to Help Maximize Your Retirement & Reduce Your Taxes

Our Discussion will include the following topics:

  • Creating Guaranteed Income
  • Protect Your Principal against Market Volatility
  • Tax Efficient Strategies for Preserving Your Nest Egg
  • Discover Your Market Risk and Create a Portfolio that works best for you
  • How to position your portfolio to Minimize Taxes, Fees & Losses, and Maximize Income
  • How 'Your Plan' differs from the 'Government's Plan' when it comes to Trust, Estate & Probate Planning
  • Choosing a Retirement Professional

DATES:

July 9 & 11 - Memorial / West Houston

July 9 & 11 - The Woodlands

Topics covered best suited for those that have saved at least $500,000 for retirement (outside of any real estate).

Registration is required for attendance.  Please contact our office at 281-872-1515 to reserve your space.

Social Security Blueprint1 Night Educational Workshop

This workshop is an informational program designed to help you identify and avoid  4 potentially devastating and costly mistakes.  Social Security makes up a large portion of most retirement income plans, learn how to Optimize Your Benefits.

DATES:

June 19 & 20 - HCC Spring Branch

Topics covered best suited for those that have saved at least $250,000 for retirement (outside of any real estate).

Registration is required for attendance.  Please contact our office at 281-872-1515 to reserve your space.

About Our Seminars

No products or services are sold at any of our events.

We strive to keep you up to date on issues that matter to you, your family and your financial well-being.  Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation, complimentary consultation with one of our advisors.