Happy New Year!

Happy New Year to you! Next week were are hosting a free educational webinar for pre-retirees and retirees on January 5th. It’s called “7 Keys to Enhancing Social Security Benefits.” Register here. If you have any members, clients, friends, or family who might be interested, feel free to pass it along. I’ve invited Waldean Wall from Allianz to be our guest speaker so the session is sure to be very educational. This is a no-cost, virtual event that anyone is welcome to attend! Here’s to 2021!

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Starting November 11th 2024, our Fort Worth office will now be located on the SEVENTH floor in Suite 703

Reach out to us if you have any questions!