Pension Retirement Planning

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NEW Conference Calls

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Free Retirement Planning Workshops

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Road Map to Retirement Financial Plan

 

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Workshops

Workshops

Strategic Retirement Planning with the Experts.
Learn Important Answers to Your Retirement Questions with Us

  • How can I allocate my investments to maximize my returns and reduce my risk?
  • How do I recreate my paycheck in retirement?
  • How do I structure Pre 591/2 IRA Distributions to avoid the 10% IRS penalty?
  • How well do I understand the process of selecting the markets BEST money managers?
  • How can I ensure my IRA passes efficiently to my heirs?
Whether retirement is right around the corner or ten years away, these are all the questions you should get answered. We can help.

Upcoming Workshops

 

2010 Income & IRA Planning

Tuesday, August 31, 2010 - 11:30 – 12:30PM
Boudreaux's Cajun Kitchen
5475 W Loop South Houston, TX 77081
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Mid-Year Outlook on Economy

Thursday, September 9, 2010 - 11:30 – 12:30PM
Holiday Inn El Tropicana
110 Lexington Ave San Antonio, TX 78205
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Tuesday, September 14, 2010 - 11:30 – 12:30PM
 Iron Cactus Grill
1520 Main St. Dallas, TX 75201
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Tuesday, September 21, 2010 - 11:30 – 12:30PM
Mid-Year Outlook on Economy
Carrabba’s Italian Grill
11339 Katy Freeway Houston, TX 77079
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Wednesday, September 29, 2010 - 11:30 – 12:30PM
Mid-Year Outlook on Economy
McCormick & Schmick’s (The Domain Location)
11600 Century Oaks Terrace Austin, TX 78758
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Thursday, October 07, 2010 - 11:30 – 12:30PM
Mid-Year Outlook on Economy
The Fairwinds at Basking Ridge Country Club
185 Madisonville Road Basking Ridge, NJ 07920
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How to Get Accepted into the College of Your Choice and Fund It

Tuesday, September 14, 2010 - 2:00 PM
Wellshire Inn
3333 South Colorado Blvd. Denver, CO 80222
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Tuesday, September 14, 2010 - 7:00 PM
Holiday Inn Lakewood
7390 W. Hampden Ave. Lakewood, CO 80227
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Retirement Planning Strategies

Thursday, September 23, 2010 - 11:30 – 12:30PM
 The Cool River Cafe
1045 Hidden Ridge Irving, TX 75038
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Are You Prepared For The Merger With CenturyTel?

Thursday September 30, 2010 - 11:30 -12:30 PM
The Broker Restaurant
821 17th St. Denver, CO 80202
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What You Need to Know About Social Security

Tuesday October 5, 2010 - 11:30 -12:30 PM
Table Mountain Inn
1310 Washington Avenue, Golden, Co 80401
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Tuesday October 19, 2010 - 11:30 -12:30 PM
Marie Callender's
51 W. Dry Creek Ct. Littleton, Co 80120
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