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.
Save your spot right now!
Location
Eddie V’s
Prime Seafood
9400 B Arboretum Blvd,
Austin, TX 78759
Date and time
Tuesday, September 29th
or
Thursday, October 1st
at
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.
This meeting is designed to provide a general overview in regard to the subject matter covered. This is an educational workshop, and no products will be sold. The information in this material is not intended as tax or legal advice.
