PAX Financial Events

Be Our Guest

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
CPE Credit LunchWednesday, October 23, 2019 at 10:45 a.m.As part of our continued service to tax consultants in our community, we are offering free CPE credit at our office.

Do you have clients looking for advice on what type of retirement plan is best for them? Let us help you stay sharp by attending our luncheon in October. You’ll earn two hours of CPE credit and get a great refresher on this complex topic.
Held at our office:

270 N Loop 1604 E, Ste 200, San Antonio, TX 78232
Register Now
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
Register Now

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