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

Learn How To Maximize Retirement Income & Mitigate Taxes

Our Discussion will include the following topics:

  • The Secure Act could put your IRAs &Retirement Accounts at risk. Find out everything you need to know.
  • How to protect yourself against future drops in the market without completely sacrificing your principal.
  • 5 of the biggest risks to a secure retirement and how to overcome them.
  • Traditional "safe" havens for retirement savings are yielding after-tax returns barely above inflation.  You'll discover better options.
  • Why your IRA/401(k) is a potential tax disaster - and what you can do about it.
  • New 2020 tax legislation could turn your IRA into a tax burden for your heirs.  Find out crucial mistakes to avoid.
  • Learn how to create a guaranteed income stream, maximize income & minimize taxes, fees & losses.
  • Making the right choices with your Social Security Benefits.  The difference could be an additional $100,000 - $300,000.


April 9 & 14 - West Houston / Energy Corridor

May 5 & 7 - Katy

May 19 & 21 - 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.


Retirement Outlook 2020 - Two Night Workshop

Our Discussion will include the following topics:

  • How to avoid the 10 biggest retirement planning mistakes
  • How to identify the primary threats to your retirement savings
  • How to maximize retirement income and Social Security benefits.
  • Strategies to mitigate taxes on your 401k, 403b, 457, TSP, IRA and other retirement accounts
  • What a market correction may mean for your portfolio and your retirement
  • Properly convert your IRA to a Roth IRA
  • Factors to consider before taking a lump sum from your pension
  • Evaluate & plan for health care and long-term care
  • Plan your estate properly through the use of wills, trusts and tax reduction strategies

April 21 & 28 - LSC Kingwood

April 23 & 30 - LSC Kingwood

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.