Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please register. We’ll be happy to add you to our guest list.

 

Reduce Debt & Increase Savings

September 25, 2018 6:00p - 7:00p Central Standard Time

Dearborn & Creggs Office, Sugar Land

Warren Buffet once said, “Do not save what is left after spending, but spend what is left after saving.” Understanding your cash flow is an important component of your financial plan, and it could be the key to a disciplined investment strategy...

 

Plan Today to Retire Tomorrow

October 9, 2018 6:00p - 7:00p Central Standard Time

Dearborn & Creggs Office, Sugar Land

You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision?

 

Insider's Guide to TRS

October 23, 2018 5:00p - 6:15p Central Standard Time

Alief Administration Building

As an employee of a public school you’re entitled to a unique benefit - one not offered to most taxpayers: the TRS pension Plan. TRS is a powerful tool for your retirement but sometimes understanding its benefits can be confusing. Let us help you decode the complexities of TRS and how it can affect your retirement opportunity. Whether you are ready to retire now or in the future, we can help you explore where and how you may want to live, which income sources you should plan to draw on, as well as a host of other life impacting questions.

 

Insure Your Long Term Care

November 13, 2018 6:00p - 7:00p Central Standard Time

Dearborn & Creggs Office, Sugar Land

About 70% of people age 65 and over will need some type of Long Term Care services during their lifetime. If you were to need such care and assistance as you age, will your family be able to focus on helping you recover or will their focus be on trying to find the sources to pay for your care?

Event Registration



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