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


Halftime Market Update

Virtual Only Event


July 21 & 23

Registration Required.

The Road To Financial Recovery Starts Now...

Ways To Protect Your Money Against Loss in

Crisis & Grow During Stable Market Conditions

Plus: Actions To Take Now To Protect Your Retirement Income During Turbulent Times

Concerns that keep most Americans up at night that we will discuss:

  • Why your IRA/40

    1(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 retirementHow do you create a secure, steady and reliable income stream in a volatile market
  • How to minimize Medicare confiscationoptimize Social Security timing
  • The Secure Act could put your Retirement Accounts at risk & turn your IRA into a tax burden for your heirs.


July 14 & 16 - Kingwood

July 14 & 16 - West Houston / Energy Corridor

August 4 & 6 - Katy

August 11 & 13 - The Woodlands

Retirement Outlook 2020 and Beyond

A 2-Night Educational Workshop Sponsored by:

Learn How To:

  • Maximize cash flow & Social Security Benefits
  • Reduce or eliminate taxes & maximize tax efficiency of withdrawals from retirement accounts
  • Properly convert your IRA to a Roth IRA
  • Factors to consider before taking a lump sum from your pension
  • Evaluate & plan for healthcare and long-term care
  • Stress Test your portfolio against a variety of risks
  • Plan your estate properly through the use of wills, trusts and tax reduction strategies

This class is designed specifically for individuals and/or couple who are retired or will be retiring in the next 5 years and have saved at least $250,000 for retirement.


Memorial/Energy Corridor/Katy - August 11 & 18

Memorial/Energy Corridor/Katy - August 13 & 20

The Woodlands/Spring/Conroe/Magnolia - August 18 & 25

The Woodlands/Spring/Conroe/Magnolia - August 20 & 27


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 Shelbi at our office at 281-872-1515 to reserve your space.