Rose Retirement Financial Services

How to Take Control of Your Retirement in 2026
2026-05-26 18:00 - 20:00 (America/New_York) | 6 Forks Farm Table, 14190 TX-19, Athens, TX, 75752, United States
6 Forks Farm

14190 TX-19
Athens, TX 75752
Monday, May 25th 6:00 PM
Reserve Your Seat

6 Forks Farm
14190 TX-19
Athens, TX 75752
Tuesday, May 26th 6:00 PM

Topics Discussed Include
Actionable strategies to protect and grow your retirement savings

Impact of Recent Tax Law Changes-Learn how the recently passed One Big Beautiful Bill will affect tax cuts and national debt.

Tax Planning Strategies-Explore comprehensive tax planning techniques tailored to your unique situation, helping you potentially minimize liabilities and maximize returns.

Deductions and Credits-Uncover often overlooked deductions and credits that may result in substantial savings on your tax bill.

Retirement Strategies-Discover effective strategies that help to maximize your retirement savings and create a sustainable income.

Investment Insights-Learn about smart investment choices tailored to your retirement goals.

Social Security Optimization-Understand how to make the most of your Social Security benefits.

Q&A Session-Our knowledgeable advisors will answer your retirement questions.

BONUS TOPIC: Tax Secrets & Market Volatility Control-Uncover tax secrets and learn how to protect your portfolio from market volatility.

Keep up with our latest events at https://roseretirement.com/events/

Retire With Confidence Your 2026 Roadmap Jun 8th
2026-06-08 18:00 - 20:00 | Las Brisas, 4701 112th St, Lubbock, TX, 79424, United States
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

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
Reserve Your Seat

Las Brisas
4701 112th Street
Lubbock, TX 79424
Tuesday, June 9th6:00 PM
Reserve Your Seat

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.

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.”

Retire With Confidence Your 2026 Roadmap Jun 9th
2026-06-08 18:00 - 20:00 | Las Brisas, 4701 112th St, Lubbock, TX, 79424, United States

Retire With Confidence Your 2026 Roadmap
2026-06-09 12:00 - 13:00, 2026-06-11 12:00 - 13:00 | Jason’s Deli, 103 W Loop 281, Longview, TX, 75605, United States
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 Seat

Call 855-578-4233
Mention code F6LLFB · Live representative, 24/7

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
Jason’s Deli · 103 W Loop 281, Longview, TX 75605

Jason’s Deli
103 W Loop 281
Longview, TX 75605
Tuesday, June 9th12:00 PM
Reserve Your Seat

Jason’s Deli
103 W Loop 281
Longview, TX 75605
Thursday, June 11th12:00 PM
Reserve Your Seat

Topics Discussed Include
Join us for a complimentary educational luncheon 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.

Your Host
Rose Wealth

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.”

Lunch and Learn at Rose Wealth
2026-06-19 12:00 - 13:00 | Rose Wealth, 305 W Loop 281, Suite 101, Longview, TX, 75662, United States
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 informative.

Topics Discussed Include
Join us for a complimentary educational luncheon 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.

Retirement planning lunch

Retire With Confidence Your 2026 Roadmap Lunch at Texas Road House
2026-08-18 12:00 - 14:00 | Texas Road House, 320 E Loop 281, Longview, TX, 75605
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 Markets
Learn how to assess the risk level of your portfolio and align it with your goals.

04Roadmap
Learn how a comprehensive financial plan can help achieve long-term retirement goals.

05Estate Planning
Important steps to help protect your family.

Retire With Confidence Your 2026 Roadmap Lunch at The Grove
2026-08-25 12:00 - 14:00 | The Grove, 3500 Old Jacksonville Hwy, , 75701, Tyler, TX, 75701, United States

Your Retirement Roadmap 2026 at The Ranch Las Colinas
2026-09-08 18:00 - 20:30, 2026-09-10 18:00 - 20:30 | The Ranch at Las Colinas, 857 W John Carpenter Freeway, Irving, TX, 75039, United States
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 · Live representative, 24/7

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

Choose Your Date
Reserve Your Seat
The Ranch at Las Colinas · 857 W John Carpenter Freeway, Irving, TX 75039

The Ranch at Las Colinas
857 W John Carpenter Freeway
Irving, TX 75039
Tuesday, September 8th6:00 PM
Reserve Your Seat

The Ranch at Las Colinas
857 W John Carpenter Freeway
Irving, TX 75039
Thursday, September 10th6:00 PM
Reserve Your Seat

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

TaxesLearn how to reduce taxable income in retirement.

Income in RetirementDevelop strategies to provide a reliable income stream throughout retirement.

The MarketsLearn how to assess the risk level of your portfolio and align it with your goals.

RoadmapLearn how a comprehensive financial plan can help achieve long-term retirement goals.

Estate PlanningImportant steps to help protect your family.

Your Host
