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

Learn How To Maximize Retirement Income & Mitigate Taxes

Our Discussion will include the following topics:

  • The Secure Act could put your IRAs &Retirement Accounts at risk. Find out everything you need to know.
  • How to protect yourself against future drops in the market without completely sacrificing your principal.
  • 5 of the biggest risks to a secure retirement and how to overcome them.
  • Traditional "safe" havens for retirement savings are yielding after-tax returns barely above inflation.  You'll discover better options.
  • Why your IRA/401(k) is a potential tax disaster - and what you can do about it.
  • New 2020 tax legislation could turn your IRA into a tax burden for your heirs.  Find out crucial mistakes to avoid.
  • Learn how to create a guaranteed income stream, maximize income & minimize taxes, fees & losses.
  • Making the right choices with your Social Security Benefits.  The difference could be an additional $100,000 - $300,000.


June 2 & 4 - Katy

June 2 & 4 - The Woodlands

June 9 & 11 - Spring / Cypress

June 30 & July 2 - The Woodlands

July 14 & 16 - Kingwood

July 28 & 30 - West Houston / Energy Corridor

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.