Financial Workshops

Dates

Thursday Sessions September 13th & 20th from 6:30-9:30 PM.

Tuesday Sessions September 18th & October 2nd from 6:30-9:30 PM.

Retirement Planning Workshop

  • Determine the amount of money you need to retire
  • Create your own goals for a “Successful Retirement”
  • Eliminate debt and improve cash flow
  • Properly convert 401(k) to an IRA or to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Understand Social Security and how to better fit it into retirement planning
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

What People Said About Our February Workshops

“A lot of material to go thru, can’t wait to take some action; well done!”


“Very informative. Gave us lots to think about.”


“Learned a lot about taxes, which we were not aware of.”


“Good reference summary of options to choose from.”

How To Register

Make sure to enter Course ID: 7HBT31

Click here to register on our secure site!

Location

Allen ISD Service Center

1451 N. Watters Road

Allen, TX 75013


Click for Directions