Rose Retirement Financial Services

Dinner Experience at III Palms
2025-02-25 18:30 - 20:30, 2025-02-27 08:00 - 17:00 (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?

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
2025-03-25 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

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 Texas De Brazil
2025-04-22 18:30 - 20:30, 2025-04-24 18:30 - 20:30, 2025-04-29 18:30 - 20:30, 2025-05-01 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

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!

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
2025-07-01 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
2025-07-03 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!

Dinner Seminar at III Palms
2025-07-29 18:00 - 20:00, 2025-07-31 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

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

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

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

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

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!

C.O.F.E Social Security: Know Your Options
2025-08-21 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:
Thursday, August 21st 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 Experience at III Palms- Surviving Retirement
2025-08-27 18:00 - 20:00 (America/Mexico_City) | III Palms, 6361 Old Jacksonville Hwy TX, Tyler, TX, 75703, United States
Surviving Retirement- Dinner Seminar at III Palms
Learning how to avoid costly mistakes may be the best investment you can make.
•
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.
SURVIVING RETIREMENT
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 (866) 312-5577
Or go to www.youRSVP.com and enter code: KUKPAC
This event is upstairs and may limit accessibility.
Please confirm your attendance today. Space is limited.
Dates, Times & Location
DINNER
Wednesday, August 27
6:00 p.m.
DINNER
Thursday, August 28
6:00 p.m.
6361 Old Jacksonville Highway • Tyler, TX 75703

Dinner Experience at III Palms
2025-08-28 18:00 - 20:00 (America/Mexico_City) | III Palms, 6361 Old Jacksonville Hwy TX, Tyler, TX, 75703, United States

Dinner Seminar at TXM Texas Music City Lindale, TX
2025-09-09 08:00 - 2025-09-11 17:00 (America/Mexico_City) | TXM Texas Music City, 66 Miranda Lambert Way, Unit 4, Lindale, TX, 75771, United States
Surviving Retirement- Dinner Seminar TXM Texas Music City Lindale, TX
Learning how to avoid costly mistakes may be the best investment you can make.
•
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.
SURVIVING RETIREMENT
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 (866) 312-5577
Or go to www.youRSVP.com and enter code: KUKPAC
This event is upstairs and may limit accessibility.
Please confirm your attendance today. Space is limited.
Dates, Times & Location
DINNER
Wednesday, September 9th
6:00 p.m.
DINNER
Thursday, September 11th
6:00 p.m.
66 Miranda Lambert Way Unit 4, Lindale, TX 75771

Dinner Seminar at TXM Texas Music City Lindale
2025-09-11 18:00 - 20:00 (America/Mexico_City) | Texas Music City Grill & Smokehouse, 66 Miranda Lambert Way Unit 4, Lindale, TX, 75771, United States

Dinner Seminar at Cafe Barron's in Longview
2025-09-16 18:00 - 20:00 (America/Mexico_City) | Cafe Barrons, 405 W Loop 281, Longview, TX, 75605, United States
Surviving Retirement- Dinner Seminar at Cafe Barron’s in Longview
Learning how to avoid costly mistakes may be the best investment you can make.
•
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.
SURVIVING RETIREMENT
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:
Please confirm your attendance today. Space is limited.
Dates, Times & Location
DINNER
Wednesday, September 16th
6:00 p.m.
DINNER
Thursday, September 18th
6:00 p.m.
405 E Loop 281, Longview, TX 75605

Dinner Seminar at Cafe Barron's Longview
2025-09-18 18:00 - 20:00 (America/Mexico_City) | Cafe Barrons, 405 W Loop 281, Longview, TX, 75605, United States
Surviving Retirement- Dinner Seminar Cafe Barron’s in Longview
Learning how to avoid costly mistakes may be the best investment you can make.
•
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.
SURVIVING RETIREMENT
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:
Please confirm your attendance today. Space is limited.
Dates, Times & Location
DINNER
Wednesday, September 16th
6:00 p.m.
DINNER
Thursday, September 18th
6:00 p.m.
405 E Loop 281, Longview, TX 75605

Free Movie Night- The Psychology of Retirement
2025-10-28 18:30 - 20:30 (America/Mexico_City) | Film Alley, 3070 N. Eastman Rd, Longview, TX, 75605, United States
FREE PRIVATE MOVIE SCREENING

CLAIM YOUR VIP TICKET

The Psychology of Retirement:
Navigating America’s #1 Retirement Fear

Tuesday, October 28th at 6:00pm

Film Alley Longview
3070 N. Eastman Rd., Longview, TX 75605

Registration Includes: Tickets and Movie Snacks!

This event is for those 50+, in or nearing retirement.

Free Movie Night- The Psychology of Retirement
2025-10-28 18:30 - 20:30 (America/Mexico_City) | Film Alley, 3070 N. Eastman Rd, Longview, TX, 75605, United States
FREE PRIVATE MOVIE SCREENING

The Psychology of Retirement:
Navigating America’s #1 Retirement Fear

Thursday, January 22nd at 6:00pm

Film Alley Longview
3070 N. Eastman Rd., Longview, TX 75605

Registration Includes: Tickets and Movie Snacks!

This event is for those 50+, in or nearing retirement.

Rose Wealth Casino Night
2025-11-15 18:30 - 22:30 (America/New_York) | Infinity Event Center, 300 Tuttle Blvd, Longview, 75605, United States
Rose Wealth Casino Night Nov 15th at 6:30pm

CLICK HERE TO REGISTER BEFORE NOV 13th
https://roseretirement.com/102217-2
Place Your Bets on an Unforgettable Evening
Casino Night: Where Fortune Favors Our Friends
November 15th at The Infinity Event Center promises to be an evening of excitement, strategy, and meaningful connections.
Planning for your future doesn’t mean you can’t enjoy the present. That’s why Rose Wealth invites you and a guest to join us for an evening of entertainment and opportunity at our exclusive Casino Night.
Your Evening Awaits
When: November 15th, 6:30 PM
Where: The Infinity Event Center, Longview, TX
The night will feature blackjack, bingo, and roulette—giving you the chance to test your luck while enjoying the company of like-minded individuals. Our team will be there not just as your hosts, but as your partners in creating memorable experiences.
Beyond the Games
Your evening includes:
– A gourmet buffet dinner crafted to satisfy diverse palates
– Complimentary selection of fine libations
– Exciting prizes throughout the night for our luckiest guests
– Meaningful conversations in a relaxed atmosphere
Double Your Enjoyment
Having peace about the future is SO important no matter what stage of life you are in. We believe the journey is better shared with friends. We encourage you to bring a guest who might benefit from discovering how Rose Wealth’s personalized approach could transform their financial outlook.
You worked hard for the life you’ve always wanted. Isn’t it time you finally celebrated it with an evening of entertainment and possibility?
RSVP by November 13th to secure your place at the table.
No actual gambling will take place. All games use non-monetary chips with prizes awarded based on friendly competition.
