Financial Strategies for Successful Retirement Seminar - Series 2
14150 Huffmeister Road, Suite 200 Training Room Cypress TX 77429 or Online
October 12, 2023
to October 19, 2023
Second Series
Part 1 - Thursday, October 12th
Part 2 - Tuesday, October 17th
Part 3 - Thursday, October 19th
Times are 6:00pm to 8:30pm
Attend virtually or in-person.
Virtually – a GotoWebinar live link will be sent to all who register.
In-Person – in the Conference room at 14150 Huffmeister Rd., Suite 200, Cypress, TX 77429
Learn more about:
- Diversifying your investments.
- Using 40l(k)s and IRAs to potentially reduce current income taxes and help save for retirement.
- Potentially controlling your health-care costs.
- Determining how much money you'll need to retire.
- Finding out whether you are carrying more insurance coverage than you need.
- Potentially reducing your estate taxes.
- Understanding sound investment strategies and alternatives.
- Transferring your estate to the loved ones and charities of your choice tax-efficiently.