Broker Check
30 April
Taxes and Estate Planning


Reduce Taxes, Protect Your Estate, and Take Advantage of the Current Market Environment

Market downturn, wills & trusts, inflation, tax changes, and much more. You might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us in the Wild Rose Room at The Keller Pointe for an educational workshop covering Taxes and Estate Planning (including how to deal with the current market environment) on Tuesday, April 30th, from 10:30 - 11:30 am. (Only a few spots left)

Get professional guidance on potentially reducing the taxation of your retirement income (including your estate), and how to position yourself for better returns with the current market volatility and inflation.

Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement strategy that can potentially safeguard you from market risk - all with the goal of saving you money.

If you would like more information on how to maximize your retirement income, including social security, in this current environment, this workshop is for you.

Date and Time

Tue, Apr 30, 2024

10:30a - 11:30a CST


The Keller Pointe

405 Rufe Snow Dr
Keller , TX 76248


In the Wild Rose Room

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Event Registration