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


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.