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!
| Event | Date | Details | Location | Register Today |
|---|---|---|---|---|
| Advanced Estate Planning Workshop | Thursday, 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 Market | Wednesday, 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. | Webinar | Register Now |
| Social Security Workshop | Tuesday, 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 Market | Wednesday, 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. | Webinar | Registration coming soon. |
| Social Security Workshop | Tuesday, 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. |