Financial Strategies for Successful Retirement Seminar - Series 1

14150 Huffmeister Road, Suite 200 Training Room Cypress TX 77429 or Online
October 3, 2023 to October 10, 2023

First Series  

Part 1 - Tuesday, October 3rd

Part 2 - Thursday, October 5th

Part 3 - Tuesday, October 10th


Times are 6:00pm - 8:30pm


Attend virtually or in-person.

Virtually – a GotoWebinar live link will be sent to all who register.

In-Person – In the Training room at 14150 Huffmeister Rd., Suite 200, Cypress, TX 77429


Learn more about:

  • Diversifying your investments.
  • Using 40l(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 Series 1