Seminars

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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.

Tues.
Sept. 5th
6:00pm

Tuscan Slice
401 N Hwy 77 #15
Waxahachie, TX 75165
5:45pm Arrival Time

Wed. & Thurs.
Sept. 6th & 7th
6:00pm

Cork & Keg
106 N College St
Waxahachie, TX 75165
5:45pm Arrival Time

Tues. & Thurs.
Sept. 19th & 21st
6:00pm

Eddie V’s
3100 W 7th St
Fort Worth, TX 76107
5:45pm Arrival Time

Friday
Sept. 22nd
Noon - Lunch

Eddie V’s
3100 W 7th St
Fort Worth, TX 76107
11:45am Arrival Time

Tues. & Thurs.
Sept. 26th & 28th
6:00pm

Eddie V’s
3100 W 7th St
Fort Worth, TX 76107
5:45pm Arrival Time

Tues. & Thurs.
Oct. 10th & 12th
6:00pm

Ruth’s Chris
813 Main St
Fort Worth, TX 76102
5:45pm Arrival Time

Friday
Oct. 13th
Noon - Lunch

Ruth’s Chris
813 Main St
Fort Worth, TX 76102
11:45am Arrival Time

Mon. & Wed.
Oct. 16th & 18th
6:00pm

Ruth’s Chris
813 Main St
Fort Worth, TX 76102
5:45pm Arrival Time

Monday
Oct. 23rd
6:00pm

CiBi Italian
119 S Ranch House Rd Ste 900
Willow Park, TX 76008
5:45pm Arrival Time

Tues. & Wed.
Oct. 24th & 25th
6:00pm

Fire Oak
114 Austin Ave
Weatherford, TX 76086
5:45pm Arrival Time

Tues., Wed. & Thurs.
Oct. 31st, Nov. 1st & 2nd
6:00pm

1890 Grill & Lounge
115 E Pearl 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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