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.
Join Us For One Of Our Retirement Planning Workshops
WILL YOUR RETIREMENT LIVE UP TO YOUR DREAMS?
Your retirement dreams are achievable and sustainable - You just need the right plan to get there!
Aug 3 & 5 - Spring/Cypress
Aug 17 & 19 - The Woodlands
Sept 14 & 16 - W. Houston / Energy Corridor
Sept 21 & 23 - Kingwood
You will learn:
- 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.
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!