Retirement Classes

Retirement Planning Today

This is a four week seminar offered in the spring and fall, blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.

Due to recent tax law changes, an uncertain future for Social Security, and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In this seminar you'll learn how to create a plan to retire early, manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.

Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, this seminar will help you plan your future with confidence.

Upcoming Seminars

Cinco Ranch (Katy ISD)

October 17 through November 7, every Monday from 7pm - 9pm

Please contact us for further information regarding seminar dates and sign-up information.