Events
Upcoming Events
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
May 12, 2026
6:00p - 7:30p
The Core Recreation Center
Estate Planning
Attend This Workshop And Learn: ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ 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 12, 2026
11:00a - 12:30p
The Core Recreation Center
Estate Planning
Attend This Workshop And Learn: ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ 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
March 26, 2026
6:00p - 7:30p
The Core Recreation Center
Estate Planning
Attend This Workshop And Learn: ➢ Financial strategies that could increase your retirement income and last a lifetime ➢ 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
March 24, 2026
6:00p - 7:30p
The CORE Recreation Center
Estate Planning
Attend This Workshop And Learn: ➢ How to protect your family and loved ones when you no longer can ➢ 6 strategies for a strong generational wealth management plan ➢ Ensure your beneficiaries get their inheritance without selling assets ➢ How to pass on more than just your assets and leave a true legacy ➢ How to ensure that the assets you leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy ➢ How retirement planning, portfolio-mix, and risk tolerance can affect future generations ➢ Strategies that could help reduce taxes ➢ How a 529 plan can be an efficient estate planning tool ➢ How bracket topping can minimize tax implications of Roth Conversions and enhance the value of your estate
February 26, 2026
6:00p - 7:30p
The Grand Hall at NRH Centre
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
February 17, 2026
6:00p - 7:15p
Legends Hall at The Marq Southlake
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
January 22, 2026
6:00p - 7:15p
Kirkwood Oaks Conference Center
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
January 15, 2026
6:00p - 7:15p
The REC of Grapevine
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
November 13, 2025
6:00p - 7:15p
NRH Centre
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
October 16, 2025
6:00p - 7:15p
Roanoke Library
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
September 30, 2025
6:00p - 7:15p
The REC of Grapevine
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
July 24, 2025
6:00p - 7:15p
Southlake Marq
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
July 8, 2025
6:00p - 7:15p
NRH Centre
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
June 26, 2025
10:30a - 11:45a
University Park Library
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
June 10, 2025
6:00p - 7:15p
Colleyville Center
Taxes and Estate Planning Workshop
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 20, 2025
6:00p - 7:30p
The REC of Grapevine
Social Security Maximization
Attend This Workshop And Learn: ➢How to potentially avoid some of the most common mistakes when filing your Social Security benefits. ➢When to claim your social security benefits to receive the highest income ➢How to structure your retirement savings so you never have to worry about running out of money. ➢The top 3 mistakes in retirement and how to avoid them ➢Common misconceptions about retirement planning
April 8, 2025
6:00p - 7:00p
Roanoke Library
Taxes and Social Security
Attend This Workshop And Learn: ➢How to reduce your taxes in retirement ➢When to claim your social security benefits to receive the highest income ➢How to structure your retirement savings so you never have to worry about running out of money ➢The top 3 mistakes in retirement and how to avoid them ➢Common misconceptions about retirement planning
February 27, 2025
6:30p - 7:30p
Legends Hall at the Marq
Taxes and Retirement
Attend This Workshop And Learn: ➢ How to minimize your taxes in retirement ➢ Utilize financial vehicles that can reduce your tax burden and last a lifetime ➢ Different approaches to help protect yourself against taxes on your Social Security income ➢ Tools and methods available to retirees to help develop a retirement tax strategy ➢ Common misconceptions about taxes in retirement
February 25, 2025
5:45p - 6:45p
McKinney Public Library
Taxes and Retirement
Attend This Workshop And Learn: ➢ How to minimize your taxes in retirement ➢ Utilize financial vehicles that can reduce your tax burden and last a lifetime ➢ Different approaches to help protect yourself against taxes on your Social Security income ➢ Tools and methods available to retirees to help develop a retirement tax strategy ➢ Common misconceptions about taxes in retirement