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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.