Financial Strategies for Successful Retirement Session 1

Part 1 - Tuesday, October 15th 

Part 2 - Tuesday, October 22nd

Times are 6:00pm to 8:30pm.

Attend virtually or in-person.

Virtually – a GotoWebinar live link will be sent to all who register. A 222-page, color-illustrated workbook designed to help registrants apply and retain the information discussed, will be mailed to the address provided during registration. Please RSVP at least 2 weeks prior to the Seminar to allow ample time to mail your workbook.

In-Person – in the Conference room at 17844 Mound Rd, Suite E  Cypress, TX 77433

Light bites and refreshments will be provided for all in-person attendees.

Learn more about:

• Diversifying your investments.
• Using 401(k)s and IRAs to potentially reduce current income taxes and help save for retirement.
• Potentially controlling your health-care costs.
• Determining how much money you'll need to retire.
• Finding out whether you are carrying more insurance coverage than you need.
• Potentially reducing your estate taxes.
• Understanding sound investment strategies and alternatives.
• Transferring your estate to the loved ones and charities of your choice tax-efficiently.

Register for Session 1