Financial Strategies for Successful Retirement Session 1
17844 Mound Rd Suite E Cypress, TX 77433 or Online
October 15, 2024
to October 22, 2024
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.
