Pension Retirement Planning

line

NEW Conference Calls

line

Free Retirement Planning Workshops

> Dates and Times

line

This Week's Commentary

line

Road Map to Retirement Financial Plan

 

Twitter

Facebook

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
Download Flyer


Mid-Year Outlook on Economy

Thursday, September 9, 2010 - 11:30 – 12:30PM
Holiday Inn El Tropicana
110 Lexington Ave San Antonio, TX 78205
Download Flyer


Tuesday, September 14, 2010 - 11:30 – 12:30PM
Iron Cactus Grill
1520 Main St. Dallas, TX 75201
Download Flyer


Tuesday, September 21, 2010 - 11:30 – 12:30PM
Mid-Year Outlook on Economy

Carrabba’s Italian Grill
11339 Katy Freeway Houston, TX 77079
Download Flyer


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
Download Flyer


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
Download Flyer


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
Download Flyer


Tuesday, September 14, 2010 - 7:00 PM
Holiday Inn Lakewood
7390 W. Hampden Ave. Lakewood, CO 80227
Download Flyer

Retirement Planning Strategies


Thursday, September 23, 2010 - 11:30 – 12:30PM
The Cool River Cafe
1045 Hidden Ridge Irving, TX 75038
Download Flyer

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
Download Flyer

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
Download Flyer

Tuesday October 19, 2010 - 11:30 -12:30 PM
Marie Callender's
51 W. Dry Creek Ct. Littleton, Co 80120
Download Flyer