financial planning dallas

Seminar
Our Strategy
Our Strategy
Podcasts
Services
Money Matters Live
Questions, Comments
Donate Today
Follow us on Twitter
Seminar Registration
Choose an Available Seminar:
Plano, Texas
-7:00 PM Thursday, February 23, 2012
 
Houston, TX
-7:00 PM Thursday, March 01, 2012
 
                       


The seminar is designed for people who are over the age of 50.


Description: Oatmeal and Rasin will be seerved!
There is no charge and at the seminar we'll
answer your critical questions such as how you may:

  • Make sure your money lasts as long as you do
  • Generate income during your retirement
  • Help reduce taxes on your hard-earned social security benefits

  • Simplify your financial affairs and enjoy your golden years more
  • Be sure your heirs receive your hard-earned estate, and not the IRS
  • Rollover your 401K or Profit Sharing Plan and avoid the 20% penalty tax
  • Diversify your portfolio in these uncertain times
  • Know when to take your social security benefits