Events
Welcome to our event center. We are excited to share information on various retirement income planning topics here.
Webinars & In-Person Sessions
Social Security & Retirement Income Webinar Series
The current state of the world has many people nervous about the future of the Social Security program. But before you claim your Social Security benefits early, it’s important to know the long-term impact of that decision. Check out this three-part educational webinar series for important information on how the timing of your Social Security claiming decision can leave a lasting impact on your overall retirement strategy.
Retirement is a new chapter in life. It’s your chance to live happily ever after! But with so much uncertainty, Central Texans need a plan to get there. You could outlive your retirement funds, be impacted by market fluctuations or inflation, or need long-term medical care. At this in-person event, we’ll discuss strategies to minimize risk.
If you’re thinking about retirement—or maybe you're already retired—there’s one big question that’s probably on your mind: How long will my money last? Retirement today looks very different than it did for previous generations. You may be managing your own investments, trying to figure out how to turn your savings into reliable income for the rest of your life. That’s where the right strategy—and the right advisor—comes in.