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.

Monday
March 20th
6:00pm

Copper Creek
4401 Loop 322
Abilene, TX 79602
5:45pm Arrival Time

Tuesday
March 21st
6:00pm

Beehive
442 Cedar Street
Abilene, TX 79601
5:45pm Arrival Time

Monday or Tuesday
March 27th or 28th
6:00pm

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

Tuesday or Wednesday
April 4th or 5th
6:00pm

1890
115 East Pearl St.
Granbury, TX 76048
5:45pm Arrival Time

Monday or Tuesday
April 17th or 18th
6:00pm

Saltgrass
1770 N US 287
Mansfield, TX 76063
5:45pm Arrival Time

Tuesday
April 25th
6:00pm

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

Thursday
April 27th
6:00pm

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

Friday
April 28th
12:00pm

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