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


Concerns that keep most Americans up at night that we will discuss:
• Why your IRA/401(k) is a potential tax disaster – and what you can do to minimize taxes now and in the future.
• How the $2.2 trillion CARES Act could impact your retirement.
• How do you create a secure, steady and reliable income stream in a volatile market?
• How to minimize Medicare confiscation & optimize Social Security.
• 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.

October 13 & 15 - W. Houston/Energy Corridor
November 3 & 5 - Katy
November 10 & 12 - The Woodlands

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.