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Events

Upcoming Events

April 30, 2024

10:30a - 11:30a

The Keller Pointe

Register

Taxes and Estate Planning

Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy

May 1, 2024

10:30a - 11:30a

The Keller Pointe

Register

Taxes and Estate Planning

Attend This Workshop And Learn: ➢ How to reduce or eliminate retirement and estate taxes ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ How to deal with the current market volatility and inflation ➢ If you need a will or a trust ➢ How to structure your retirement savings so you never have to worry about running out of money ➢ Common misconceptions about retirement and estate planning ➢ Tools and methods available to retirees to help develop a retirement tax strategy

Past Events

April 3, 2024

Allen Public Library

April 2 - April 3, 2024

10:30a - 11:30a

Allen Public Library

February 23, 2024

10:30a - 11:30a

Grand Hall at NRH Centre

February 22, 2024

6:30p - 7:30p

Grand Hall at NRH Centre

January 25, 2024

6:45p - 7:45p

Roanoke Recreation Center

January 23, 2024

6:45p - 7:45p

Roanoke Recreation Center

November 10, 2023

11:30a - 12:30p

Little Elm Recreation Center

November 9, 2023

11:30a - 12:30p

Little Elm Recreation Center

August 2, 2023

6:30p - 7:30p

Legends Hall - Marq Southlake

July 11, 2023

7:00p - 8:00p

Roanoke Recreation Center

Taxes in Retirement

How Will Your Retirement Income Be Taxed? If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Join us for a no-charge informational seminar at Roanoke Recreation Center to learn strategies you can use TODAY to turn more of your retirement savings into retirement income. You'll also learn: • Tools and tips for developing a retirement tax strategy • Common misconceptions about taxes in retirement • Ways to protect yourself against volatile market conditions • And more!

July 10, 2023

7:00p - 8:00p

Roanoke Recreation Center

Taxes in Retirement

How Will Your Retirement Income Be Taxed? If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Join us for a no-charge informational seminar at Roanoke Recreation Center to learn strategies you can use TODAY to turn more of your retirement savings into retirement income. You'll also learn: • Tools and tips for developing a retirement tax strategy • Common misconceptions about taxes in retirement • Ways to protect yourself against volatile market conditions • And more!

June 28, 2023

6:30p - 7:30p

Legends Hall - Marq Southlake

May 23, 2023

6:00p - 7:00p

Roanoke Recreation Center

Taxes in Retirement

How Will Your Retirement Income Be Taxed? If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Join us for a no-charge informational seminar at Roanoke Recreation Center to learn strategies you can use TODAY to turn more of your retirement savings into retirement income. You'll also learn: • Tools and tips for developing a retirement tax strategy • Common misconceptions about taxes in retirement • Ways to protect yourself against volatile market conditions • And more!

May 22, 2023

6:00p - 7:00p

Roanoke Recreation Center

Taxes in Retirement

How Will Your Retirement Income Be Taxed? If you're nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Join us for a no-charge informational seminar at Roanoke Recreation Center to learn strategies you can use TODAY to turn more of your retirement savings into retirement income. You'll also learn: • Tools and tips for developing a retirement tax strategy • Common misconceptions about taxes in retirement • Ways to protect yourself against volatile market conditions • And more!

April 20, 2023

6:30p - 7:30p

The REC of Grapevine

April 18, 2023

6:30p - 7:30p

The REC of Grapevine

Event Registration