Led by industry leading Certified Financial Planning professionals who teach real college courses on financial planning topics at University of Texas at Arlington, Tarleton State University, Tarrant County College, and Weatherford College.

Attend this seminar to learn...

• The newest tax law changes and strategies to minimize their impact on your retirement.
• Which investment vehicles can create the highest income in retirement.
• How to calculate your retirement spending and avoid running out of money. 
• Social Security strategies to potentially maximize your benefits and/or spouse’s benefits. 
• How to protect your estate from long term care and health care costs.  

Why you should attend:  

You have spent your entire life working, saving, and investing to accumulate enough money to finally kick back , relax, and enjoy your retirement. Without a successful retirement plan, you could run out of money, pay unexpected taxes, or be penalized for accessing your retirement funds early.  

This course will show you how to assess your financial situation and develop a personalized financial plan to help you achieve your retirement goals. A free workbook will be given providing you with easy to understand information and tools that can help you retire successfully. This educational workshop is interactive and instructors will walk you through worksheets that can be applied to your overall retirement plan. You will leave with strategies ready to implement and a sense of accomplishment knowing that you have taken the first steps on your path to retirement.

Join us at the Hilton Inn - Garden Inn for our Retirement Planning Workshop covering the strategies on how to implement a successful retirement on Thursday, October 3rd or Thursday, October 17th from 6:30pm-8:00pm.