Seminars

Please join us

Join Us For A Complimentary Dinner To Learn More About Retirement

Would you like to know more about your retirement options? We offer no-cost, monthly, educational retirement seminars online and in person. We provide complimentary meals to all of our guests. Join us for a delicious and informative evening.

Monday
March 4th
6:00pm

ferraris-logo

Ferrari’s
Italian Villa & Chop House
1200 William D Tate Ave.
Grapevine, TX 76051
5:45pm Arrival Time

Tuesday
March 5th
6:00pm

Ferrari’s
Italian Villa & Chop House
1200 William D Tate Ave.
Grapevine, TX 76051
5:45pm Arrival Time

Tuesday
March 12th
6:00pm

Bingo/Education Event
Lake Granbury Conference Center
621 E Pearl St.
Granbury, TX 76048
5:45pm Arrival Time

Monday
March 18th
6:00pm

Farina’s
Winery & Cafe
202 N Houston St.
Granbury, TX 76048
5:45pm Arrival Time

Tuesday
March 19th
6:00pm

Farina’s
Winery & Cafe
202 N Houston St.
Granbury, TX 76048
5:45pm Arrival Time

Wednesday
March 20th
6:00pm

Farina’s
Winery & Cafe
202 N Houston St.
Granbury, TX 76048
5:45pm Arrival Time

seniors at ruths chris steakhouse for one of our complimentary seminars

The topics we'll discuss include:

  • Strategies for preparing for retirement
  • Estimating retirement income 
  • Importance of having some liquidity in retirement
  • Long term goal planning

  • We’ll also review:

  • How to safeguard your money during market downturns
  • Tax-free and tax-deferred options for retirement
  • How tax code changes will impact you?
  • And more

  • We can help you understand your options and create a retirement strategy that fits your specific needs.

    We invite you to join us at a dinner seminar or to call us for more information about your retirement options.

    Fill out this form to let us know where you’re located. We’ll be in touch soon about events in your area.

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