Our 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