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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!
| Event | Date | Details | Location | Register Today |
|---|---|---|---|---|
| CPE Credit | Wednesday, August 14, 2019 at 11:30 a.m. | Come join us for a free one hour continuing education session on a relevant topic to your clients: Developing Retirement Income. We’ve partnered with Allianz to deliver this great benefit to you free of charge! And the best part is lunch will be provided! | 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, August 21, 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, 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 |