FINANCIAL PLANNING CLASS & DINNER

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

The Refuge 

Steakhouse & Bourbon Bar

8540 Creekside Forest Dr

Suite C800

Tomball, TX 77375


Date and time

March 23rd 

or 

March 26th 

at 

6:00pm

Location

Amerigo's

25250 Grogans Park Dr,

The Woodlands, TX 77380

Date and time

April 7th

or 

April 9th

at 

6:00pm

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.

FINANCIAL PLANNING CLASS & DINNER