Rose Retirement Financial Services

C.O.F.E Social Security: Know Your Options
2025-08-19 18:00 - 20:00 (America/Chicago) | Hand Community Room at Lillie Russel Library, 200 East Hubbard Street,,, Lindale, TX, 75771-3397, United States
Date/Time:
Tuesday, August 19th at 6:00 pm – 8:00 pm
Location:
The Hand Community Room at Lillie Russel Memorial Library
200 East Hubbard Street, Lindale, TX 75771-3397
Social Security – Know Your Options
In Person Workshop
Course Code:

This Course is offered FREE of Charge
But – Space is Limited and
Advance Registration is Required
To Register –
Register on-line now! or
Register by phone 877-892-7088 (lines open 24/7)
SOCIAL SECURITY – KNOW YOUR OPTIONS
Maximize Your Benefit! Minimize Your Taxes!
Educate yourself and know your options BEFORE filing for Social Security benefits… the wrong choices could cost you more than $100,000 over the course of your retirement! This class will teach you important rules, options, and strategies that could maximize your benefit and minimize your taxes.
As you approach retirement, deciding when and how to claim your Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea, but by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life. Because of current Social Security filing rules, you literally have one shot at making the right decision for yourself, based on your own unique financial circumstances.
This class will help you gain a clearer understanding of your options and which strategies you should consider BEFORE filing for Social Security benefits.
It will also teach you how to take an important aerial view of your retirement plan, by exploring how Social Security works in coordination with your other retirement assets.
Some of the Questions We’ll Answer:

How much lifetime income do I stand to lose by filing for Social Security at the wrong time?
How can I get the largest benefit while paying the least amount of taxes?
What options are most beneficial to married couples, according to current Social Security rules?
Is Social security still going to be around when I need it?
Should I consider delaying the start of my Social Security benefits? What is the right choice for me?
Which rules and regulations must I understand before deciding when to when to start my benefits?
How are my benefits affected if I’m still working?
How will my Social Security income work together with my IRA/401(k) and other income sources to provide the most secure retirement possible?
If I’ve already filed for benefits, can I make a change?

REGISTER TODAY AND GET TO KNOW YOUR OPTIONS!

Dinner Seminar at Saltgrass Steakhouse
2025-08-14 18:00 - 20:00 (America/Chicago) | Saltgrass-Longview, 411 E Loop 281, Ste B, Longview, TX, 75605, United States

Dinner Seminar at Saltgrass Steakhouse Longview TX
2025-08-12 18:00 - 20:00 (America/New_York) | Saltgrass-Longview, 411 E Loop 281, Ste B, Longview, TX, 75605, United States

Ricks On The Square: Education for a Tax Free Retirement
2025-08-05 18:00 - 20:00 (America/New_York) | Rick’s On The Square, 104 W Erwin St, Tyler, TX, 75702, United States
Join us as John Merkel presents little known facts, and thought provoking education about how to reduce or even eliminate taxes in retirement.
This Event will be held upstairs, so accessibility is limited as no elevator is available.
104 W Erwin St, Tyler, TX 75702

Rose Wealth Tyler Office Ribbon Cutting
2025-08-05 10:00 - 14:00 (America/New_York) | The Plaza Tower, 110 N. College Ave, Tyler, TX, 75702, United States
Join us as we launch our new company name and celebrate the opening of our Tyler office on the 19th floor of the Plaza Tower in downtown Tyler. The Tyler Area Chamber of Commerce will be on hand to perform a ribbon cutting. It will be a great mix of networking and celebration

Dinner Seminar at III Palms
2025-07-31 18:00 - 20:00, 2025-07-29 18:00 - 20:00 (America/New_York) | III Palms, 6361 Old Jacksonville Hwy TX, Tyler, TX, 75703, United States
You are cordially invited to an educational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner, served immediately after the presentation.
Well-known local retirement specialist, John Merkel, CEO and Founder of Rose Retirement Financial Services will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden. Learn what the Government and other advisors don’t want you to know. Best of all, you will leave with valuable information you can act upon immediately, such as:
To reserve your seats, please call (844) 431-2866
Or go to www.youRSVP.com and enter code: NEBKUC
DINNER
Tuesday, July 29
6:00 p.m.
DINNER
Thursday, July 31
6:00 p.m.
6361 Old Jacksonville Highway• Tyler, TX 75703

SOCIAL SECURITY – KNOW YOUR OPTIONS
2025-07-03 18:00 - 20:00 (America/Mexico_City) | University of Texas at Tyler – Longview Campus, 3201 N. Eastman Road, Longview, 75605, United States
https://cofe-edu.org/courses/event/social-security-know-your-options-21-6731/
Date/Time:
Tuesday, July 3rd at 6:00 pm – 8:00 pm
Location:
The University of Texas at Tyler – Longview University Center
3201 N. Eastman Road
Longview, TX 75605
Social Security – Know Your Options
In Person Workshop
Course Code: sjmlg701

This Course is offered FREE of Charge
But – Space is Limited and
Advance Registration is Required
To Register –
Register on-line now! or
Register by phone 877-892-7088 (lines open 24/7)
SOCIAL SECURITY – KNOW YOUR OPTIONS
Maximize Your Benefit! Minimize Your Taxes!
Educate yourself and know your options BEFORE filing for Social Security benefits… the wrong choices could cost you more than $100,000 over the course of your retirement! This class will teach you important rules, options, and strategies that could maximize your benefit and minimize your taxes.
As you approach retirement, deciding when and how to claim your Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea, but by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life. Because of current Social Security filing rules, you literally have one shot at making the right decision for yourself, based on your own unique financial circumstances.
This class will help you gain a clearer understanding of your options and which strategies you should consider BEFORE filing for Social Security benefits.
It will also teach you how to take an important aerial view of your retirement plan, by exploring how Social Security works in coordination with your other retirement assets.
Some of the Questions We’ll Answer:

How much lifetime income do I stand to lose by filing for Social Security at the wrong time?
How can I get the largest benefit while paying the least amount of taxes?
What options are most beneficial to married couples, according to current Social Security rules?
Is Social security still going to be around when I need it?
Should I consider delaying the start of my Social Security benefits? What is the right choice for me?
Which rules and regulations must I understand before deciding when to when to start my benefits?
How are my benefits affected if I’m still working?
How will my Social Security income work together with my IRA/401(k) and other income sources to provide the most secure retirement possible?
If I’ve already filed for benefits, can I make a change?

REGISTER TODAY AND GET TO KNOW YOUR OPTIONS!

SOCIAL SECURITY – KNOW YOUR OPTIONS
2025-07-01 18:00 - 20:00 (America/Mexico_City) | University of Texas at Tyler – Longview Campus, 3201 N. Eastman Road, Longview, 75605, United States
https://cofe-edu.org/courses/event/social-security-know-your-options-20-6730/
Date/Time:
Tuesday, July 1st at 6:00 pm – 8:00 pm
Location:
The University of Texas at Tyler – Longview University Center
3201 N. Eastman Road
Longview, TX 75605
Social Security – Know Your Options
In Person Workshop
Course Code: sjmlg701

This Course is offered FREE of Charge
But – Space is Limited and
Advance Registration is Required
To Register –
Register on-line now! or
Register by phone 877-892-7088 (lines open 24/7)
SOCIAL SECURITY – KNOW YOUR OPTIONS
Maximize Your Benefit! Minimize Your Taxes!
Educate yourself and know your options BEFORE filing for Social Security benefits… the wrong choices could cost you more than $100,000 over the course of your retirement! This class will teach you important rules, options, and strategies that could maximize your benefit and minimize your taxes.
As you approach retirement, deciding when and how to claim your Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea, but by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life. Because of current Social Security filing rules, you literally have one shot at making the right decision for yourself, based on your own unique financial circumstances.
This class will help you gain a clearer understanding of your options and which strategies you should consider BEFORE filing for Social Security benefits.
It will also teach you how to take an important aerial view of your retirement plan, by exploring how Social Security works in coordination with your other retirement assets.
Some of the Questions We’ll Answer:

How much lifetime income do I stand to lose by filing for Social Security at the wrong time?
How can I get the largest benefit while paying the least amount of taxes?
What options are most beneficial to married couples, according to current Social Security rules?
Is Social security still going to be around when I need it?
Should I consider delaying the start of my Social Security benefits? What is the right choice for me?
Which rules and regulations must I understand before deciding when to when to start my benefits?
How are my benefits affected if I’m still working?
How will my Social Security income work together with my IRA/401(k) and other income sources to provide the most secure retirement possible?
If I’ve already filed for benefits, can I make a change?

REGISTER TODAY AND GET TO KNOW YOUR OPTIONS!

SOCIAL SECURITY – KNOW YOUR OPTIONS
2025-06-26 18:00 - 20:00 (America/Mexico_City) | University of Texas at Tyler – Longview Campus, 3201 N. Eastman Road, Longview, 75605, United States
https://cofe-edu.org/courses/event/social-security-know-your-options-18-6728/
Date/Time:
Tuesday, June 26th at 6:00 pm – 8:00 pm
Location:
The University of Texas at Tyler – Longview University Center
3201 N. Eastman Road
Longview, TX 75605
Social Security – Know Your Options
In Person Workshop
Course Code: sjmlg701

This Course is offered FREE of Charge
But – Space is Limited and
Advance Registration is Required
To Register –
Register on-line now! or
Register by phone 877-892-7088 (lines open 24/7)
SOCIAL SECURITY – KNOW YOUR OPTIONS
Maximize Your Benefit! Minimize Your Taxes!
Educate yourself and know your options BEFORE filing for Social Security benefits… the wrong choices could cost you more than $100,000 over the course of your retirement! This class will teach you important rules, options, and strategies that could maximize your benefit and minimize your taxes.
As you approach retirement, deciding when and how to claim your Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea, but by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life. Because of current Social Security filing rules, you literally have one shot at making the right decision for yourself, based on your own unique financial circumstances.
This class will help you gain a clearer understanding of your options and which strategies you should consider BEFORE filing for Social Security benefits.
It will also teach you how to take an important aerial view of your retirement plan, by exploring how Social Security works in coordination with your other retirement assets.
Some of the Questions We’ll Answer:

How much lifetime income do I stand to lose by filing for Social Security at the wrong time?
How can I get the largest benefit while paying the least amount of taxes?
What options are most beneficial to married couples, according to current Social Security rules?
Is Social security still going to be around when I need it?
Should I consider delaying the start of my Social Security benefits? What is the right choice for me?
Which rules and regulations must I understand before deciding when to when to start my benefits?
How are my benefits affected if I’m still working?
How will my Social Security income work together with my IRA/401(k) and other income sources to provide the most secure retirement possible?
If I’ve already filed for benefits, can I make a change?

REGISTER TODAY AND GET TO KNOW YOUR OPTIONS!

SOCIAL SECURITY – KNOW YOUR OPTIONS
2025-06-24 18:00 - 20:00 (America/Mexico_City) | University of Texas at Tyler – Longview Campus, 3201 N. Eastman Road, Longview, 75605, United States
https://cofe-edu.org/courses/event/social-security-know-your-options-19-6729/
Date/Time:
Tuesday, June 24th at 6:00 pm – 8:00 pm
Location:
The University of Texas at Tyler – Longview University Center
3201 N. Eastman Road
Longview, TX 75605
Social Security – Know Your Options
In Person Workshop
Course Code: sjmlg701

This Course is offered FREE of Charge
But – Space is Limited and
Advance Registration is Required
To Register –
Register on-line now! or
Register by phone 877-892-7088 (lines open 24/7)
SOCIAL SECURITY – KNOW YOUR OPTIONS
Maximize Your Benefit! Minimize Your Taxes!
Educate yourself and know your options BEFORE filing for Social Security benefits… the wrong choices could cost you more than $100,000 over the course of your retirement! This class will teach you important rules, options, and strategies that could maximize your benefit and minimize your taxes.
As you approach retirement, deciding when and how to claim your Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea, but by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life. Because of current Social Security filing rules, you literally have one shot at making the right decision for yourself, based on your own unique financial circumstances.
This class will help you gain a clearer understanding of your options and which strategies you should consider BEFORE filing for Social Security benefits.
It will also teach you how to take an important aerial view of your retirement plan, by exploring how Social Security works in coordination with your other retirement assets.
Some of the Questions We’ll Answer:

How much lifetime income do I stand to lose by filing for Social Security at the wrong time?
How can I get the largest benefit while paying the least amount of taxes?
What options are most beneficial to married couples, according to current Social Security rules?
Is Social security still going to be around when I need it?
Should I consider delaying the start of my Social Security benefits? What is the right choice for me?
Which rules and regulations must I understand before deciding when to when to start my benefits?
How are my benefits affected if I’m still working?
How will my Social Security income work together with my IRA/401(k) and other income sources to provide the most secure retirement possible?
If I’ve already filed for benefits, can I make a change?

REGISTER TODAY AND GET TO KNOW YOUR OPTIONS!

Dinner Experience at Texas De Brazil
2025-05-01 18:30 - 20:30, 2025-04-29 18:30 - 20:30, 2025-04-24 18:30 - 20:30, 2025-04-22 18:30 - 20:30 (America/New_York) | Texas de Brazil, 2376 Dueling Oaks Dr #100, Tyler, TX, 75703, United States
You are cordially invited to an educational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner, served immediately after the presentation. Well-known local retirement specialist, John Merkel, CEO and Founder of Rose Retirement Financial Services will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden. Learn what the Government and other advisors don’t want you to know. Best of all, you will leave with valuable information you can act upon immediately, such as:

How to protect your money against future drops in the market without completely sacrificing the chance to grow your money now.

How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.

How you may potentially increase your interest earnings – while safeguarding your investments from risk.

How you can legally reduce or eliminate social security taxes, IRA taxation, and income taxes.

How to pass your IRA to your children or grandchildren – without giving most of it to the IRS.

How to help preserve capital, diversify your portfolio and reallocate your assets according to your family’s unique needs.

Texas de Brazil
2376 Dueling Oaks Dr #100
Tyler, TX 75703

Rhythm and Roses Client Appreciation Event
2025-04-15 18:30 - 21:30 (America/Chicago) | Infinity Event Center, 300 Tuttle Blvd, Longview, 75605, United States
Rhythm and Roses Join Us for a Night to Remember
We’re thrilled to invite you to “Rhythm and Roses,” our heartfelt client appreciation event. This special evening is our way of saying thank you for your trust and partnership in securing your financial future.
Date: April 15th, 2025
Time: 6:30 PM – 9:30 PM
Venue: The Bugatti Room at the Infinity Event Center 300 Tuttle Cir, Longview, TX 75605
Check your email for your tickets or call (903) 331-0769 to reserve your tickets today!
GET TICKETS BY REGISTERING BELOW
https://forms.gle/PaXxXKrs63ebSiqFA

Dinner Experience at III Palms
2025-03-25 08:00 - 17:00 (America/Chicago) | III Palms, 6361 Old Jacksonville Hwy TX, Tyler, TX, 75703, United States
Join us for our dinner seminar at one of the finest restaurants in the area. We’ll talk about the hidden truth about how taxes affect your retirement, the intricacies of income planning and social security strategies.

III Palms
6361 Old Jacksonville Hwy
Tyler, TX 75703

6:30 PM

Fajita's and Finance at Papacita's Mexican
2025-03-04 18:30 - 20:30 (America/Mexico_City) | Papacitas, 305 W Loop 281, Suite 100, Longview, TX, 75605, United States
Type your event description

Dinner Experience at III Palms
2025-02-27 08:00 - 17:00, 2025-02-25 18:30 - 20:30 (America/Mexico_City) | III Palms, 6361 Old Jacksonville Hwy TX, Tyler, TX, 75703, United States
You are cordially invited to attend this COMPLIMENTARY DINNER PRESENTATION. This event is by
invitation only.
6361 Old Jacksonville Hwy, Tyler, TX 75703
HOW TO LOWER AND EVEN ELIMINATE TAXES IN RETIREMENT!
Strategies to Help Protect Your Money & Minimize your Risks and Taxes
Important Topics we will discuss:
• How Trump’s win could impact the stock market, inflation, taxes, Social Security and YOUR RETIREMENT.
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• GLOBAL ECONOMY: What impact could the Russia-Ukraine crisis have on the economy (and your retirement)?
• INFLATION: Will your investment yields be able to keep up with rising inflation?

Dinner Experience at Bernard Mediterranean
2025-02-20 18:30 - 20:30 (America/Mexico_City) | Bernard Mediterranean, 212 E Grande Blvd Ste 106, Tyler, TX, 75703, United States
You are cordially invited to attend this COMPLIMENTARY DINNER PRESENTATION. This event is by
invitation only.
Call today to RSVP at: (800) 898-3572, and give the RSVP code: 477711
or make a secure reservation at: RSVP.org/477711 and enter code: 477711.
TUESDAY
FEBRUARY 18
6:30 PM
OR
THURSDAY
FEBRUARY 20
6:30 PM
212 E Grande Blvd Ste 106
Tyler, TX 75703

Dinner Seminar at Bernard Mediterranean Restaurant
2025-02-18 18:30 - 20:30 UTC | Bernard Mediterranean, 212 E Grande Blvd Ste 106, Tyler, TX, 75703, United States

Valentines Special Dinner Experience at Country Tavern
2025-02-13 18:30 - 20:30 (America/Mexico_City) | Country Tavern, 1526 FM2767, Kilgore, TX, 75662, United States
Join us for a Special Valentines Day Dinner Experience
At Rose Retirement Financial Services, we believe that financial planning is best when shared with those we care about. That’s why we’re excited to invite you to our upcoming Valentine’s Dinner Experience, designed especially for you and a friend!
Event Details:
– Date: February 13th, 2025
– Time: 6:30 PM
– Location: Country Tavern, Kilgore, Texas
This evening promises to be a fun way to share the love with the Rose Retirement Financial Services family. We want your guest to experience the difference it makes to have the peace of mind we bring.
As a token of our appreciation:
– You’ll receive a special gift when you bring a guest
– Your guest will also receive a special welcome gift
Feel free to bring more than one guest – the more, the merrier! However, to ensure we can accommodate everyone comfortably, we kindly ask that you register using the following link:
[Register Here]
Or call (800) 898-3572 and give code 477151 to make a reservation At Rose Retirement Financial Services, we’re committed to helping you and your loved ones build a secure and comfortable retirement. This seminar is a perfect opportunity to introduce a friend or family member to the peace of mind that comes with solid financial planning.
We look forward to seeing you and your guest(s) on February 13th for an evening of valuable insights, good food, and great company.
If you have any questions, please don’t hesitate to reach out to us.

Dinner Experience at Country Tavern
2025-02-11 18:30 - 20:30 (America/Mexico_City) | Country Tavern, 1526 FM2767, Kilgore, TX, 75662, United States
You are cordially invited to attend this COMPLIMENTARY DINNER PRESENTATION. This event is by
invitation/registration only. Call today to RSVP at: (800) 898-3572, and give the RSVP code:
or make a secure reservation at: RSVP.org/467540 and enter code: .
Country Tavern, 1526 FM2767, Kilgore, TX 75662
HOW TO LOWER AND EVEN ELIMINATE TAXES IN RETIREMENT!
Strategies to Help Protect Your Money & Minimize your Risks and Taxes
Important Topics we will discuss:
• What impact could taxes have on your retirement?
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• GLOBAL ECONOMY: What impact could the Russia-Ukraine crisis have on the economy (and your retirement)?
• INFLATION: Will your investment yields be able to keep up with rising inflation?

Dinner Experience at Cafe Barron's
2025-02-06 18:30 - 20:30 UTC | Cafe Barrons, 405 W Loop 281, Longview, TX, 75605, United States
You are cordially invited to attend this COMPLIMENTARY DINNER PRESENTATION. This event is by
invitation/registration only. Call today to RSVP at: (800) 898-3572, and give the RSVP code:
or make a secure reservation at: RSVP.org/467540 and enter code:
405 E Loop 281 Longview, Texas 75605
HOW TO LOWER AND EVEN ELIMINATE TAXES IN RETIREMENT!
Strategies to Help Protect Your Money & Minimize your Risks and Taxes
Important Topics we will discuss:
• What impact could Taxes have on your retirement?
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• GLOBAL ECONOMY: What impact could the Russia-Ukraine crisis have on the economy (and your retirement)?
• INFLATION: Will your investment yields be able to keep up with rising inflation?

Dinner Experience at Cafe Barrons
2025-02-04 18:30 - 20:30 (America/Mexico_City) | Cafe Barrons, 405 W Loop 281, Longview, TX, 75605, United States
You are cordially invited to attend this COMPLIMENTARY DINNER PRESENTATION. This event is by
invitation/registration only. Call today to RSVP at: (800) 898-3572, and give the RSVP code:
or make a secure reservation at: RSVP.org/467540 and enter code:
405 E Loop 281 Longview, Texas 75605
HOW TO LOWER AND EVEN ELIMINATE TAXES IN RETIREMENT!
Strategies to Help Protect Your Money & Minimize your Risks and Taxes
Important Topics we will discuss:
• What impact could the taxes have on your retirement?
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• GLOBAL ECONOMY: What impact could the Russia-Ukraine crisis have on the economy (and your retirement)?
• INFLATION: Will your investment yields be able to keep up with rising inflation?

Dinner Seminar at Texas De Brazil
2025-01-30 18:30 - 20:30 UTC | Texas de Brazil, 2376 Dueling Oaks Dr #100, Tyler, TX, 75703, United States
Are you ready to take control of your financial future? Rose Retirement Financial Services invites you to our Texas De Brazil Supper Seminar, happening on January 28th and the 30th. This enlightening seminar will cover essential topics on retirement and legacy planning, with a special focus on how to lower and even eliminate taxes in retirement.
https://event.rsvpyes.com/Rsvp/LandingPage/476040/1?preview=False
Event Details:

Dates: Tuesday, January 30th 2025
Times: 6:30pm – 8:30pm
Location: Texas De Brazil, 2376 Dueling Oaks Dr #100, Tyler, TX 75703

Our experts will provide valuable guidance to help you secure your financial future and build a meaningful legacy. Limited seating is available, and this event will fill up fast, so RSVP today to secure your spot.
Don’t miss this opportunity to gain insights on financial planning and retirement strategies. Join us at Texas De Brazil for an informative and engaging seminar designed to help you achieve your financial goals.

Texas De Brazil Dinner Seminar
2025-01-28 18:30 - 20:30 (America/Chicago) | Texas de Brazil, 2376 Dueling Oaks Dr #100, Tyler, TX, 75703, United States
Are you ready to take control of your financial future? Rose Retirement Financial Services invites you to our Texas De Brazil Supper Seminar, happening on January 28th and the 30th. This enlightening seminar will cover essential topics on retirement and legacy planning, with a special focus on how to lower and even eliminate taxes in retirement.
https://event.rsvpyes.com/Rsvp/LandingPage/476040/1?preview=False
Event Details:

Dates: Tuesday, January 28th 2025
Times: 6:30pm – 8:30pm
Location: Texas De Brazil, 2376 Dueling Oaks Dr #100, Tyler, TX 75703

Our experts will provide valuable guidance to help you secure your financial future and build a meaningful legacy. Limited seating is available, and this event will fill up fast, so RSVP today to secure your spot.
Don’t miss this opportunity to gain insights on financial planning and retirement strategies. Join us at Texas De Brazil for an informative and engaging seminar designed to help you achieve your financial goals.

Dinner Experience at Dakota's Steaks and Chophouse
2025-01-23 18:30 - 20:30 (America/Mexico_City) | TX
You are cordially invited to attend this COMPLIMENTARY DINNER PRESENTATION.
4803 Old Bullard Rd., Suite 101
Tyler, TX 75703
HOW TO LOWER AND EVEN ELIMINATE TAXES IN RETIREMENT!
Strategies to Help Protect Your Money & Minimize your Risks and Taxes
Important Topics we will discuss:
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• GLOBAL ECONOMY: What impact could the Russia-Ukraine crisis have on the economy (and your retirement)?
• INFLATION: Will your investment yields be able to keep up with rising inflation?

Dinner Experience at Dakota's Steaks and Chophouse
2025-01-21 18:30 - 20:30 (America/Mexico_City) | Dakotas, 4803 Old Bullard Road Suite 101, Tyler, TX, 75703, United States
