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Retire With Confidence Your 2026 Roadmap Jun 9th

June 8 @ 6:00 pm - 8:00 pm
From Our Family to Yours

Retire With Confidence Your 2026 Roadmap

Join us for a complimentary educational dinner for you and a guest designed to help retirees and pre-retirees understand important financial and retirement planning strategies.

No-Pressure | No-Obligation
 Business Casual Attire
JUN
8
Mon · 6:00 PM Las Brisas
JUN
9
Tue · 6:00 PM Las Brisas

Reserve Your Seat

Call 855-578-4233

Mention code BJPT · Live representative, 24/7
Financial Wellness in 2026 Guide

Free Gift for Attendees Financial Wellness in 2026Every attendee receives a complimentary copy of our comprehensive guide to navigating your financial future.

Choose Your Date

Reserve Your Seat

Las Brisas · 4701 112th Street, Lubbock, TX 79424

Las Brisas

4701 112th Street
Lubbock, TX 79424

Monday, June 8th6:00 PM

Las Brisas

4701 112th Street
Lubbock, TX 79424

Tuesday, June 9th6:00 PM

Topics Discussed Include

Join us for a complimentary educational dinner designed to help retirees and pre-retirees understand important financial and retirement planning strategies.

Taxes Learn how to reduce taxable income in retirement.
Income in Retirement Develop strategies to provide a reliable income stream throughout retirement.
The Markets Learn how to assess the risk level of your portfolio and align it with your goals.
Roadmap Learn how a comprehensive financial plan can help achieve long-term retirement goals.
Estate Planning Important steps to help protect your family.
Financial Advisor
Your Host

Rose Wealth Advisor

Wealth Management Professional

With years of experience helping East Texas families navigate the complexities of retirement planning, our team at Rose Wealth is dedicated to providing personalized guidance tailored to your unique financial situation.

We believe that everyone deserves access to sophisticated financial strategies, not just the ultra-wealthy. Our educational seminars are designed to empower you with the knowledge you need to make informed decisions about your financial future.

We look forward to meeting you and discussing how we can help you achieve peace of mind about your retirement.

About Our Firm

Rose Wealth LLC

“Leaving a Legacy that Matters, Starts Today”

Rose Wealth is an East Texas-based wealth management firm committed to helping individuals and families secure their financial futures. We specialize in comprehensive retirement planning, tax-efficient income strategies, and personalized wealth management.

Our approach combines time-tested financial principles with modern strategies to help protect what you’ve worked so hard to build. We believe in building lasting relationships with our clients, understanding their goals, and walking alongside them through every stage of their financial journey.

Our Mission

“To help our clients experience peace about tomorrow, today by providing personalized retirement roadmaps that navigate market challenges, optimize tax strategies, and create sustainable income that lasts a lifetime.”

Details

  • Date: June 8
  • Time:
    6:00 pm - 8:00 pm

Organizer

  • Andy Taylor
  • Phone 903-331-0769
  • Email andy@roseretirement.com

Venue

  • Las Brisas
  • 4701 112th St
    Lubbock, TX 79424 United States
    + Google Map