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

Join Us In 2021 for our RETIRE ABUNDANTLY Workshops

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

  • 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.
  • 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

January 19 & 21 - The Woodlands

February 2 & 4 - Spring/Cypress

February 9 & 11 - W. Houston/Memorial/Energy Corridor

March 2 & 4 - Kingwood

April 13 7 15 - Katy


Join Us for our Our Taxes In Retirement Workshops

March 16 - The Woodlands

March 18 - Spring/Cypress

March 23 - W. Houston/Memorial/Energy Corridor

March 25 - Katy


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.