Taxes and Your Retirement Workshop

Why you need a financial planner NOW, more than ever!


WHEN: Wednesday, September 22nd
TIME: 7 - 8:30pm
Location: Room C-122 11400 Concordia University Drive Austin, TX 78726

You and your guests are invited to join us at our upcoming complimentary workshop, Taxes and Your Retirement.

Learn and discuss:
  • Tax-Advantaged Accounts and Products
  • Withdrawal Strategies
  • When and if you can do a ROTH Conversion
  • Medicare premiums that act like a tax
  • Social Security and Provisional Income
  • Secure Act of 2019 and the tax change results


Check back later for upcoming events.

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 512.215.9030.