Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 7, 2024
5:30p - 6:30p
Webinar
Are You Financially Prepared for Retirement?
At the center of retirement income planning, there are key issues that must be addressed. As retirement approaches, there is a shift from saving for retirement to planning for retirement. Planning equals success. Those who plan have been found to be more successful, worry less, and even report more life satisfaction. Join us to learn how you can transform your retirement into a successful retirement!
March 23, 2023
5:30p - 7:00p
Judson Plaza Conference Room
Retirement and Income Taxes
A retirement and income tax event that is completely free!
March 21, 2023
10:30a - 12:00p
Judson Plaza Conference Room
Retirement and Income Taxes
A retirement and income tax event that is completely free!
February 22, 2023
5:00p - 6:30p
Texarkana Public Library
Retirement and Income Taxes
An event to discuss tax law and retirement planning.
February 22, 2023
10:30a - 12:00p
Texarkana Public Library
January 26, 2023
5:30p - 7:00p
Work Smart
Retirement and Income Taxes
Join us for an informational seminar and Insurance Sales & Presentation covering Taxes In Retirement
January 24, 2023
10:30a - 12:00p
Longview Chamber of Commerce
Retirement and Income Taxes
Join us for an informational seminar and Insurance Sales Presentation covering Taxes In Retirement
February 25, 2021
6:00p - 7:30p
Web Based Virtual Seminar
Retirement Income and Taxes
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED. Understand the potential impact taxes have on your retirement income. If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we’ve developed a special seminar that has already helped people navigate the retirement tax maze.