PAX Financial Events

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Save the Date!

Join us for informative retirement planning related workshops this year. Simply click the link for the specific date you are interested in attending. Hurry because seats are limited for each event!

EventDateDetailsLocationRegister Today
Advanced Estate Planning WorkshopThursday, July 11, 2019 at 5:30 p.m.This is an advanced workshop for those with Medicaid and Trust questions in regard to estate planning.

Guest speakers Dana Jacobson and Darrell Anderson will be on hand to answer any questions you may have.
Held at our office:

270 N Loop 1604 E, Ste 200, San Antonio, TX 78232
Register Now
How to Retire at the TOP of a Bull MarketWednesday, July 17, 2019 at 11:00 a.m.We will outline 5 steps that will help you prepare for retirement and economic uncertainty. Life is too short to lay awake at night worrying about your finances! We would rather see you enjoying retirement, doing what you've always wanted to do. WebinarRegister Now
Social Security WorkshopTuesday, August 6, 2019 at 5:30 p.m.As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.

Join us for a masterful overview of:

How social security benefits work for you and your spouse
When and how to start receiving Social Security benefits
Opportunities to increase your benefits throughout retirement.
SPEAKER

Oscar Garcia, Former Public Affairs Specialist

Social Security Administration
Held at our office:

270 N Loop 1604 E, Ste 200, San Antonio, TX 78232
Registration coming soon.
How to Retire at the TOP of a Bull MarketWednesday, August 14, 2019 at 11:00 a.m.We will outline 5 steps that will help you prepare for retirement and economic uncertainty. Life is too short to lay awake at night worrying about your finances! We would rather see you enjoying retirement, doing what you've always wanted to do. WebinarRegistration coming soon.
Social Security WorkshopTuesday, November 5, 2019 at 12:00 p.m.As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.

Join us for a masterful overview of:

How social security benefits work for you and your spouse
When and how to start receiving Social Security benefits
Opportunities to increase your benefits throughout retirement.
SPEAKER

Oscar Garcia, Former Public Affairs Specialist

Social Security Administration
Held at our office:

270 N Loop 1604 E, Ste 200, San Antonio, TX 78232
Registration coming soon.

It’s never to early to start planning for your future. Reserve your seat today!