The events listed below are for informational purposes only. Please see the current list of events to register for below. You must call and register to attend. To sign up for one of these events, please call 972-412-6064 We would love to have you!

General public only, no brokers, agents or advisors. We reserve the right to refuse service to anyone. Reservations for events may be subject to qualification criteria. 

UNDERSTAND YOUR RETIREMENT PLANNING OPTIONS 
To Enjoy Peace of Mind with Your Financial Future

  • TAX PLANNING – Create a plan of action today that may help reduce or potentially eliminate taxes throughout your retirement.
  • TRUMP'S BIG BEAUTIFUL BILL – Make Your Money Great Again! Learn how to take advantage of everything the new bill has to offer.
  • SOCIAL SECURITY – Learn how to maximize benefits and avoid making costly mistakes.
  • MARKET VOLATILITY – What investment strategies can you use now to protect yourself and still profit.
  • SPOUSAL PROTECTION – Protect your spouse from major income loss at your passing.
  • RETIREMENT INCOME – Design a plan to make sure you never outlive your money.
  • MEDICARE PREMIUMS – Planning insights to help reduce Medicare premiums from IRMAA calculation surcharges.
No events content yet, check back later!