You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Location
Hannah's
111 W Mulberry Street
Denton, TX 76201
Save your spot right now!
Date and time
Tuesday, September 16th
or
Thursday, September 18th
at
6:30pm
Location
Perry's Steakhouse & Grille
9827 Katy Fwy.
Houston, TX 77024
Date and time
Tuesday, September 23rd
or
Wednesday, September 24th
at
6:30pm
TOPICS
Rising Inflation
Learn how it's shaping current investment strategies and what you should expect in the future.
Stock Market Volatility
Would a market correction create additional challenges on meeting your planned retirement date.
IRA Withdrawals
How withdrawals from IRA's could cause you to lose up to one-third of your Social Security.
Retirement Income
Will you have enough? Learn strategies to help generate guaranteed income for life.
Stray Retirement Accounts
Left your job but did nothing with your account (401k, 403b,TSP, etc).
Proactive Planning
The most important steps to take NOW before the next bear market hits.
Annuity Owners or Those Considering An Annuity
Discover the benefits and limitations of annuities.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
