Seminar Events

Financial Awareness 101

With a focus on covering the fundamentals of finance, this course is perfect for educators just getting started in their careers or mid-career with plenty of time yet to save for retirement. Designed to empower attendees to make more informed decisions, we’ll provide tips and strategies for improving your financial well-being. Topics include reasons to start planning for retirement now and the cost of waiting, advantages and disadvantages of various types of IRAs, and why TRS was not designed to provide all income in retirement.

No dates currently available

Advanced Retirement Planning

Designed to help educate attendees on accumulating and preserving wealth for retirement, this seminar will expand on ways to supplement your retirement income and meet your long-term goals; pension and Social Security Income maximization; how inflation, taxes, market downturns and other risks can impact your retirement; and much, much more! With the right help and support, you can enjoy the financial future you deserve.

No dates currently available

Client Appreciation

Client events are scheduled throughout the year at interesting venues in the Arlington and Fort Worth areas. Clients interested in attending events should call the office to request information.

Student Loan Forgiveness

Do you have student loan debt? Are you looking for ways to reduce or eliminate your payments? Come to a brief seminar to learn about a new federal program that is is different from Title 1, but can be used with it.

No dates currently available, but learn more about the program here.

Fill out the form to register for the event of your choice.