Tax, Retirement & Estate Planning Workshops - The Woodlands & Houston, TX.

We offer several financial management workshops, many with retiree and pre-retiree focus. Our educational workshops will present financial basics and help you understand some sophisticated financial concepts.

You'll gain a working knowledge of the six areas that every financial management program must consider: cash management, risk management, investment planning, tax planning, retirement planning, and estate conservation.

These workshops are free, and no financial products will be offered for sale during the presentations.

I will cover important financial concerns many people have, such as paying for college and long-term care, saving on taxes, and retiring in comfort.

And I have special information for women who are approaching retirement or are already retired:

• Tax implications
• Estate planning
• Investing a retirement plan distribution or property settlement, and many other concerns that directly affect your family's future.

I feel very strongly that our customers will benefit from having the latest information on such an important subject as money issues that many retirees or pre-retirees face in today's crazy world. 

Upcoming workshops:

But What If I Live?

The American Retirement Crisis

 Kirby's Prime Steakhouse

June 7, 2011 at 6:30 p.m.

June 9, 2011 at 6:30 p.m. 

To register for one of our upcoming  workshops please call us today at

281.362.1444 and reserve your spot!  Seating is limited so reserve your spot today!!!