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.

UNCOVER TAX SECRETS: YOUR PATH TO FINANCIAL FREEDOM!
2026-01-06 18:00 - 20:00, 2026-01-08 18:00 - 20:00 (America/Chicago) | III Palms, 6361 Old Jacksonville Hwy TX, Tyler, TX, 75703, United States
Join us for this exclusive dinner event at III Palms in Tyler!
Navigating the intricacies of tax laws can be overwhelming, but with the right guidance, you can turn tax challenges into an opportunity for financial growth. Our Tax Mastery Workshop is crafted to demystify the tax code and provide you with insights that may lead to significant savings and a more secure financial future.

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: Uncover Tax secrets and Market volatility control

Cafe Barron's UNCOVER TAX SECRETS: YOUR PATH TO FINANCIAL FREEDOM!
2026-01-13 18:00 - 20:00, 2026-01-15 18:00 - 20:00 (America/Chicago) | Cafe Barrons, 405 W Loop 281, Longview, TX, 75605, United States
Join us for this exclusive dinner event at Cafe Barron’s!
Navigating the intricacies of tax laws can be overwhelming, but with the right guidance, you can turn tax challenges into an opportunity for financial growth. Our Tax Mastery Workshop is crafted to demystify the tax code and provide you with insights that may lead to significant savings and a more secure financial future.

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: Uncover Tax secrets and Market volatility control

UNCOVER TAX SECRETS: YOUR PATH TO FINANCIAL FREEDOM! at Saltgrass Tyler
2026-01-28 18:30 - 20:30, 2026-01-29 18:30 - 20:30 (America/Chicago) | TX
https://www.yoursvp.com/BEZTATGAK
Navigating the intricacies of tax laws can be overwhelming, but with the right guidance, you can turn tax challenges into an opportunity for financial growth. Our Tax Mastery Workshop is crafted to demystify the tax code and provide you with insights that may lead to significant savings and a more secure financial future.
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: Uncover Tax secrets and Market volatility control.
DINNER Wednesday, January 28 6:30 p.m.
Saltgrass Steak House
7214 South Broadway Avenue, Tyler, TX 75703

State of The Market Special Presentation
2026-02-03 18:00 - 20:00 (America/Chicago) | Rose Retirement Financial Services, 305 W Loop 281, Suite 101, Longview, TX, 75605, United States
JOIN US FOR THE 2026 STATE OF
THE MARKET PRESENTATION.
Our annual State of the Market event returns with a fresh look at the trends shaping 2026. We will explore the latest economic data, interest rate expectations, inflation patterns, and the financial pressures that matter most to retirees today. We will also discuss how healthcare costs, market volatility, and policy changes may influence your income strategy and long-term financial outlook in the year ahead.
This presentation is designed to give you practical insight so you can make informed decisions and feel more confident about your direction in 2026.
THIS IS A FREE EVENT OPEN TO CLIENTS AND THE PUBLIC

How To Take Control Of Your Retirement in 2026
2026-02-10 18:30 - 2026-02-12 20:30, 2026-02-12 18:30 - 2026-02-14 20:30 (America/Chicago) | Saltgrass-Longview, 411 E Loop 281, Ste B, Longview, TX, 75605, United States
Join us at Saltgrass in Longview
Navigating the intricacies of tax laws can be overwhelming, but with the right guidance, you can turn tax challenges into an opportunity for financial growth. Our Tax Mastery Workshop is crafted to demystify the tax code and provide you with insights that may lead to significant savings and a more secure financial future.
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: Uncover Tax secrets and Market volatility control.
DINNER Tuesday, February 10th 6:30 p.m.
Saltgrass Steak House
411 E Loop 281 Ste B, Longview, TX 75605
Register at https://edge.financialseminarservices.com/Rsvp/Seminar/D69H
More information http://www.rosewealth.com

How To Take Control Of Your Retirement in 2026
2026-02-10 18:30 - 2026-02-12 20:30 (America/Chicago) | Texas de Brazil, 2376 Dueling Oaks Dr #100, Tyler, TX, 75703, United States
Join us at Texas De Brazil in Tyler
Navigating the intricacies of tax laws can be overwhelming, but with the right guidance, you can turn tax challenges into an opportunity for financial growth. Our Tax Mastery Workshop is crafted to demystify the tax code and provide you with insights that may lead to significant savings and a more secure financial future.
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: Uncover Tax secrets and Market volatility control.
DINNER Tuesday, February 10th 6:30 p.m.
Saltgrass Steak House
411 E Loop 281 Ste B, Longview, TX 75605
Register at https://edge.financialseminarservices.com/Rsvp/Seminar/UK6Z
More information http://www.rosewealth.com

How To Take Control Of Your Retirement in 2026
2026-02-12 18:30 - 2026-02-14 20:30 (America/Chicago) | Texas de Brazil, 2376 Dueling Oaks Dr #100, Tyler, TX, 75703, United States
Join us at Texas De Brazil in Tyler
Navigating the intricacies of tax laws can be overwhelming, but with the right guidance, you can turn tax challenges into an opportunity for financial growth. Our Tax Mastery Workshop is crafted to demystify the tax code and provide you with insights that may lead to significant savings and a more secure financial future.
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: Uncover Tax secrets and Market volatility control.
DINNER Tuesday, February 10th 6:30 p.m.
Texas De Brazil
2376 Dueling Oaks Dr #100 Tyler, TX 75703
Register at https://edge.financialseminarservices.com/Rsvp/Seminar/UK6Z
More information http://www.rosewealth.com

How To Take Control Of Your Retirement in 2026
2026-02-24 18:30 - 2026-02-26 20:30, 2026-02-26 18:30 - 2026-02-28 20:30 (America/Chicago) | Texas Music City Grill & Smokehouse, 66 Miranda Lambert Way Unit 4, Lindale, TX, 75771, United States
Join us at Texas Music City Grill & Smokehouse in Lindale
Navigating the intricacies of tax laws can be overwhelming, but with the right guidance, you can turn tax challenges into an opportunity for financial growth. Our Tax Mastery Workshop is crafted to demystify the tax code and provide you with insights that may lead to significant savings and a more secure financial future.
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: Uncover Tax secrets and Market volatility control.
DINNER Tuesday, February 10th 6:30 p.m.
Texas Music City Grill & Smokehouse
66 Miranda Lambert Way Unit 4 Lindale, TX 75771
Register at https://edge.financialseminarservices.com/Rsvp/Seminar/UK6Z
More information http://www.rosewealth.com

How to Take Control of Your Retirement in 2026
2026-05-25 18:00 - 20:00, 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 (America/New_York) | 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 (America/New_York) | 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 (America/New_York) | 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 (America/New_York) | 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 (America/New_York) | 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 (America/New_York) | 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 (America/New_York) | 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
