OUR EVENTS

GROW
PROTECT
GIVE

Our educational and online workshops focus on common financial concerns that individuals and families face in retirement. Our valuable insights teach you important financial strategies to increase your income, reduce the taxes you pay and keep you from running out of money during your retirement so you can live the lifestyle you’ve always dreamed of.

Register below for one of our popular workshops so you can learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS
Click on an event for more information.
  • Educational Workshops
  • Online Workshops

Please check back shortly for newly added in-person events.

Are you Prepared for More Uncertainty in the US Economy in 2020?

When? – Tuesday – 11/10/2020: 6:30PM – 7:30PM

Where? – 3609 Shire Blvd, Richardson, TX 75082

Important Dinner Event Topics: The Markets – Will your retirement income come up short if the markets drop sometime during your retirement? Taxes – Why “average” income earners could be paying much more in taxes in the near future. Retirement Savings – How to make sure you don’t run out of money! Social Security – How can you maximize your benefits and protect your spouse? Longevity Risks – At what age will you likely need assisted care, and how much will it likely cost? IRAs – Get up to $200,000 out of your 401k, IRA, 457 or 403b without ANY governmental penalty AND either wait and pay the tax in 2023 or spread it over 3-4 years. Retirement Income – How to possibly add hundreds of thousands of dollars of tax-free cash flow to your retirement income without any additional savings. Secure Act – How could this new legislation possibly affect your retirement? CARES Act – Learn how it may impact you and your retirement plans.

CLICK HERE TO RSVP

New Wealth Management Strategies for Today’s Turbulent Times

When? –June 15th, 6-6:40PM CST

Where? – Online Workshop. An email with a link to view the online workshop will be emailed to you 15-minutes prior to the start of the workshop.

Topics include the following:

  • Create strategies to stop Uncle Sam from becoming the primary recipient of your retirement account.
  • Identify some of the most important steps to take NOW before the next bear market hits.
  • Why volatility would have been high with or without a pandemic and why it is likely to continue.
  • Understand what the new Tax Law may mean to you! Who wins? Who loses?
  • Retirement risks – learn about one of the biggest financial risks that could potentially affect your retirement.
  • How to mitigate your exposure to rising health and long-term care costs.
  • Getting a second opinion – why getting a second opinion may be one of the most important financial decisions of your life.

Most of our clients want to learn ways to increase income, reduce taxes and not run out of money. At this event, you will learn how to avoid some of the most common mistakes to help you make sound financial decisions.

CLICK HERE TO RSVP

New Wealth Management Strategies for Today’s Turbulent Times

When? –June 17th, 6-6:40PM CST

Where? – Online Workshop. An email with a link to view the online workshop will be emailed to you 15-minutes prior to the start of the workshop.

Topics include the following:

  • Create strategies to stop Uncle Sam from becoming the primary recipient of your retirement account.
  • Identify some of the most important steps to take NOW before the next bear market hits.
  • Why volatility would have been high with or without a pandemic and why it is likely to continue.
  • Understand what the new Tax Law may mean to you! Who wins? Who loses?
  • Retirement risks – learn about one of the biggest financial risks that could potentially affect your retirement.
  • How to mitigate your exposure to rising health and long-term care costs.
  • Getting a second opinion – why getting a second opinion may be one of the most important financial decisions of your life.

Most of our clients want to learn ways to increase income, reduce taxes and not run out of money. At this event, you will learn how to avoid some of the most common mistakes to help you make sound financial decisions.

CLICK HERE TO RSVP

New Wealth Management Strategies for Today’s Turbulent Times

When? –June 19th, 11-11:40AM CST

Where? – Online Workshop. An email with a link to view the online workshop will be emailed to you 15-minutes prior to the start of the workshop.

Topics include the following:

  • Create strategies to stop Uncle Sam from becoming the primary recipient of your retirement account.
  • Identify some of the most important steps to take NOW before the next bear market hits.
  • Why volatility would have been high with or without a pandemic and why it is likely to continue.
  • Understand what the new Tax Law may mean to you! Who wins? Who loses?
  • Retirement risks – learn about one of the biggest financial risks that could potentially affect your retirement.
  • How to mitigate your exposure to rising health and long-term care costs.
  • Getting a second opinion – why getting a second opinion may be one of the most important financial decisions of your life.

Most of our clients want to learn ways to increase income, reduce taxes and not run out of money. At this event, you will learn how to avoid some of the most common mistakes to help you make sound financial decisions.

CLICK HERE TO RSVP

Tax Traps: Minimizing Your Tax Risk

When? –June 22nd, 6-6:40PM CST

Where? – Online Workshop. An email with a link to view the online workshop will be emailed to you 15-minutes prior to the start of the workshop.

Register today for our Tax Traps: Minimizing Your Tax Risk Online Workshop!

Our world has changed, and with it, the way we think about and plan for our retirement must change as well.  Don’t forget to include taxes when planning for retirement, because a customized tax strategy can help make a big difference in how much of your money you get to keep. There are “tax traps” to look out for, and without proper planning, your 401(k) and IRA accounts as well as your Social Security benefits could be drastically impacted by taxes. Now is the time to get clarity and confidence when it comes to your retirement and tax planning.
Our complimentary webinar, Tax Traps: Minimizing Your Tax Risk, will help teach you how to:

  • Minimize 401(k) and IRA Taxes, and how to best utilize a Roth 401(k)/IRA
  • Avoid rollover mistakes and hidden tax costs
  • Plan for “Tax Smart” Asset Allocation
  • Avoid the IRA Tax Trap and turn your IRA into an asset for your children
  • Create tax-free income from your qualified retirement accounts

Taxes could change the course of your retirement! Don’t let them wreak havoc on your income plan because taxes may be the biggest retirement risk you’re likely not considering.

CLICK HERE TO RSVP

Tax Traps: Minimizing Your Tax Risk

When? –June 24th, 6-6:40PM CST

Where? – Online Workshop. An email with a link to view the online workshop will be emailed to you 15-minutes prior to the start of the workshop.

Register today for our Tax Traps: Minimizing Your Tax Risk Online Workshop!

Our world has changed, and with it, the way we think about and plan for our retirement must change as well.  Don’t forget to include taxes when planning for retirement, because a customized tax strategy can help make a big difference in how much of your money you get to keep. There are “tax traps” to look out for, and without proper planning, your 401(k) and IRA accounts as well as your Social Security benefits could be drastically impacted by taxes. Now is the time to get clarity and confidence when it comes to your retirement and tax planning.
Our complimentary webinar, Tax Traps: Minimizing Your Tax Risk, will help teach you how to:

  • Minimize 401(k) and IRA Taxes, and how to best utilize a Roth 401(k)/IRA
  • Avoid rollover mistakes and hidden tax costs
  • Plan for “Tax Smart” Asset Allocation
  • Avoid the IRA Tax Trap and turn your IRA into an asset for your children
  • Create tax-free income from your qualified retirement accounts

Taxes could change the course of your retirement! Don’t let them wreak havoc on your income plan because taxes may be the biggest retirement risk you’re likely not considering.

CLICK HERE TO RSVP

Tax Traps: Minimizing Your Tax Risk

When? –June 26th, 11-11:40AM CST

Where? – Online Workshop. An email with a link to view the online workshop will be emailed to you 15-minutes prior to the start of the workshop.

Register today for our Tax Traps: Minimizing Your Tax Risk Online Workshop!

Our world has changed, and with it, the way we think about and plan for our retirement must change as well.  Don’t forget to include taxes when planning for retirement, because a customized tax strategy can help make a big difference in how much of your money you get to keep. There are “tax traps” to look out for, and without proper planning, your 401(k) and IRA accounts as well as your Social Security benefits could be drastically impacted by taxes. Now is the time to get clarity and confidence when it comes to your retirement and tax planning.
Our complimentary webinar, Tax Traps: Minimizing Your Tax Risk, will help teach you how to:

  • Minimize 401(k) and IRA Taxes, and how to best utilize a Roth 401(k)/IRA
  • Avoid rollover mistakes and hidden tax costs
  • Plan for “Tax Smart” Asset Allocation
  • Avoid the IRA Tax Trap and turn your IRA into an asset for your children
  • Create tax-free income from your qualified retirement accounts

Taxes could change the course of your retirement! Don’t let them wreak havoc on your income plan because taxes may be the biggest retirement risk you’re likely not considering.

CLICK HERE TO RSVP

Maximizing Social Security for Today’s World

When? –June 29th, 6-6:40PM CST

Where? – Online Workshop. An email with a link to view the online workshop will be emailed to you 15-minutes prior to the start of the workshop.

Important Workshop Topics:  Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live.

Join us for a COMPLIMENTARY educational course that can be accessed from anywhere to learn more about:

  • How Does Social Security Fit Into Your Retirement Plan?
  • The Important Benefits of Social Security
  • What Will Your Social Security Benefits Be Based On?

CLICK HERE TO RSVP

Maximizing Social Security for Today’s World

When? –July 1st, 6-6:40PM CST

Where? – Online Workshop. An email with a link to view the online workshop will be emailed to you 15-minutes prior to the start of the workshop.

Important Workshop Topics:  Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live.

Join us for a COMPLIMENTARY educational course that can be accessed from anywhere to learn more about:

  • How Does Social Security Fit Into Your Retirement Plan?
  • The Important Benefits of Social Security
  • What Will Your Social Security Benefits Be Based On?

CLICK HERE TO RSVP

Maximizing Social Security for Today’s World

When? –July 3rd, 11-11:40AM CST

Where? – Online Workshop. An email with a link to view the online workshop will be emailed to you 15-minutes prior to the start of the workshop.

Important Workshop Topics:  Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live.

Join us for a COMPLIMENTARY educational course that can be accessed from anywhere to learn more about:

  • How Does Social Security Fit Into Your Retirement Plan?
  • The Important Benefits of Social Security
  • What Will Your Social Security Benefits Be Based On?

CLICK HERE TO RSVP

GET STARTED ON THE PATH TOWARD YOUR DREAM RETIREMENT TODAY!

REQUEST MY QUICK, 15-MINUTE PHONE CALL