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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!
| Event | Date | Details | Location | Register Today |
|---|---|---|---|---|
| Social Security Workshop | May 15, 2018 | 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 | 270 N Loop 1604 E, Ste. 200 San Antonio, TX 78232 | Register here |
| The Essentials of Estate Planning | July 19, 2018 | Estate Planning is essential to everyone's lifelong plan. A well-thought-out plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Learn more about estate planning strategies at this free seminar. Presented by: Nathan Ketterling RPSA Attorneys at Law | 270 N Loop 1604 E, Ste. 200 San Antonio, TX 78232 | Register here |
| Social Security Workshop | August 1, 2018 | 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 | 270 N Loop 1604 E, Ste. 200 San Antonio, TX 78232 | Register here |
| Small Business Big Pressure | October 18, 2018 | PAX Financial Group has been recognized as one of the fastest growing businesses in San Antonio*. Learn from our business leaders which ideas and principles they have successfully executed. This presentation is ideal for small business owners and entrepreneurs. · Know your numbers · Crystallize your vision · Plan for people · Communication · Competition · Business layout · Advantages/Disadvantages · Management styles · Factors that affect business · Location...Location...Location Whether you are self-employed, a business owner or aspire to be one, you will be able to glean some insight from these strategic business principles. *Award from the San Antonio Business Journal and based on revenue over a three-year period | 270 N Loop 1604 E, Ste. 200 San Antonio, TX 78232 | Register here |
| Social Security Workshop | November 13, 2018 | 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 | 270 N Loop 1604 E, Ste. 200 San Antonio, TX 78232 | Register here |