Financial Strategies for Successful Retirement Presentation

17844 Mound Rd Suite E Cypress, TX 77433 or Online
May 7, 2024 to May 21, 2024

Part 1 - Tuesday, May 7th

Part 2 - Tuesday, May 14th

Part 3 - Tuesday, May 21st


Times are 6:00pm to 8:30pm.


Attend virtually or in-person.

Virtually – a GotoWebinar live link will be sent to all who register. A 222-page, color-illustrated workbook that is designed to help registrants apply and retain the information discussed will be mailed to the address provided.

In-Person – in the Conference room at 17844 Mound Rd, Suite E  Cypress, TX 77433


Learn more about:

  • Diversifying your investments.
  • Using 401(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.


Register for Event!