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

How To Properly Use Your IRA & 401k Assets in Retirement

Our Discussion will include the following topics:

  • How to Generate Income and Not Run Out in retirement
  • How the New Tax Laws impact your retiremenrt
  • What to consider if you're thinking about a Roth Conversion
  • How to Protect and Preserve your estate
  • What you need to know to Optimize Social Security Benefits

DATES:

June 13 & 18 - The Woodlands

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.

Retirement Outlook 2019 - 2 Night Educational Workshop

Unlike financial programs that focus on a specific topic, this comprehensive course will help you see the "big picture".  It examines many aspects of personal finance and how they need to work together to create a game plan for retirement.  Course includes a workbook fee of $49.

DATES:

June 4 & 11 - HCC Spring Branch

June 5 & 12 - HCC Katy

June 11 & 18 - LSC Kingwood

June 13 & 20 - LSC Kingwood

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.

What Every Woman Should Know About Retirement - 1 Night Educational Workshop

Women have different retirement concerns than men - Longer Life and Longer Disability.  This presentation will focus on retirement strategies specifically for the needs of women while still being there for their loved ones.

DATES:

June 4 & 6 - LSC The Woodlands, University Center

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.

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:

May 21 & 23 - LSC The Woodlands, University Center

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.