Our Events

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.


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.


Please check back shortly for newly added online workshop events.

Get Started On The Path Toward Your Dream Retirement!

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