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

Whiskey Cake

Kitchen & Bar

27800 Interstate 45 N

Oak Ridge North, TX 77385

Date and time

Monday, May 18th

at

12:00pm or 6:30pm

Location

Saltgrass Steak House

19533 I-45

Shenandoah, TX 77385

Date and time

Tuesday, May 19th

at

12:00pm or 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.

FINANCIAL PLANNING CLASS & DINNER