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Retire Wiser

Marriott Dallas Allen Hotel & Convention Center 777 Watters Creek Blvd, Allen, TX, United States

Retired or retiring soon? In this seminar, designed for people over 50, you will learn: Some of the worst enemies to your financial well-being in retirement. When it could be a good time to invest and or protect your capital. How to project your hurdle rate, or the rate of return we think you need […]

Social Security Workshop

The Westin Galleria Dallas 13340 Dallas Pkwy, Dallas, TX, United States

Navigate the complexities of Social Security. In this presentation, we cover: Social Security fundamentals. Strategies for optimizing benefits tailored to your individual circumstances. Q&A session to address specific concerns.

Social Security Workshop

The Royal Sonesta Houston Galleria 2222 W Loop S, Houston, TX

Navigate the complexities of Social Security. In this presentation, we cover: Social Security fundamentals. Strategies for optimizing benefits tailored to your individual circumstances. Q&A session to address specific concerns.

Retirement Planning for Market Uncertainty

Courtyard by Marriott Dallas Plano in Legacy Park 6840 N. Dallas Pkwy, Plano, TX, United States

Retired or retiring soon? In this seminar, designed for people over 50, you will learn: Some of the worst enemies to your financial well-being in retirement. When it might be a good time to invest or protect your capital. How to project your hurdle rate, or the rate of return we think you need to […]