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 […]
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 […]
From Our Family to Yours Retire With Confidence Your 2026 Roadmap Join us for a complimentary educational luncheon for you and a guest designed to help retirees and pre-retirees understand important financial and retirement planning strategies. No-Pressure | No-Obligation JUN 9 Tue · 12:00 PM Jason's Deli JUN 11 Thu · 12:00 PMJ ason's Deli Reserve Your […]
From Our Family to Yours Retire With Confidence Your 2026 Roadmap Join us for a complimentary educational luncheon for you and a guest designed to help retirees and pre-retirees understand important financial and retirement planning strategies. No-Pressure | No-Obligation JUN 9 Tue · 12:00 PM Jason's Deli JUN 11 Thu · 12:00 PMJ ason's Deli Reserve Your […]
We will be hosting a Lunch and Learn for those who missed our lunch events this month. Retire With Confidence Your 2026 Roadmap Join us for a complimentary educational luncheon for you and a guest designed to help retirees and pre-retirees understand important financial and retirement planning strategies. Our Retirement planning lunch will be fun and […]
Topics Discussed Include A clear look at the decisions that shape your retirement Join us for a complimentary educational lunch designed to help retirees and pre‑retirees understand important financial and retirement planning strategies. 01Taxes Learn how to reduce taxable income in retirement. 02Income in Retirement Develop strategies to provide a reliable income stream throughout retirement. 03The […]
Topics Discussed Include A clear look at the decisions that shape your retirement Join us for a complimentary educational lunch designed to help retirees and pre‑retirees understand important financial and retirement planning strategies. 01Taxes Learn how to reduce taxable income in retirement. 02Income in Retirement Develop strategies to provide a reliable income stream throughout retirement. 03The […]
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 SEP 8 Tue · 6:00 PMThe Ranch at Las Colinas SEP 10 Thu · 6:00 PMThe Ranch at Las Colinas Reserve Your Seat Call 855-578-4233 Mention code LJM4 · […]
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 SEP 8 Tue · 6:00 PMThe Ranch at Las Colinas SEP 10 Thu · 6:00 PMThe Ranch at Las Colinas Reserve Your Seat Call 855-578-4233 Mention code LJM4 · […]
Many retirement plans appear sound on the surface but contain structural weaknesses that only become visible in retirement. Topics Discussed Include Identify five hidden forces that are eroding your portfolio Join us for a complimentary educational dinner designed to help retirees and pre‑retirees understand important financial and retirement planning strategies. 1 Why some retirees take […]
Many retirement plans appear sound on the surface but contain structural weaknesses that only become visible in retirement. Topics Discussed Include Identify five hidden forces that are eroding your portfolio Join us for a complimentary educational dinner designed to help retirees and pre‑retirees understand important financial and retirement planning strategies. 1 Why some retirees take […]
Join us for a special workshop that covers all you need to know to thrive in retirement. Held at The Science Stage in the beautiful Science Spectrum Museum in Lubbock TX, this workshop is designed for those that are at or near retirement. Workshop Topics include: Social Security When and How you should file to […]
