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 / Webinars
Join Us In 2021 for our RETIRE ABUNDANTLY Workshops
Concerns that keep most Americans up at night that we will discuss:
- Why your IRA/401(k) is an IOU to the IRS – and what you can do about it.
- How to you create a secure, steady and reliable income stream in a volatile market.
- What you need to know to mitigate taxes in retirement and avoid paying too much.
- How to minimize Medicare confiscation & optimize Social Security.
- Learn how to create a guaranteed income stream, maximize income & minimize taxes, fees & losses.
- Five of the biggest risks to a secure retirement - and how to overcome them.
- The SECURE ACT could put your retirement accounts at risk and turn your IRA into a tax burden for your heirs. Find out crucial mistakes to avoid
January 19 & 21 - The Woodlands
February 2 & 4 - Spring/Cypress
February 9 & 11 - W. Houston/Memorial/Energy Corridor
March 2 & 4 - Kingwood
April 13 7 15 - Katy
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Join Us for our Our Taxes In Retirement Workshops
March 16 - The Woodlands
March 18 - Spring/Cypress
March 23 - W. Houston/Memorial/Energy Corridor
March 25 - Katy
Use the box to your right to register or call our office at 281.872.1515 to register. Both in-person and virtual events available.
Register for a Seminar
Fill out the information below to save your seat at an upcoming event or seminar!