You’re invited to the Principles of Retirement Lunch and Learn!
We’ll walk through the fundamentals of retirement income planning, tax-efficient strategies, Social Security timing, investment allocation, and the key mistakes to avoid as you prepare for the future.

1. Discover which retirement concerns you identify with.
2. Understand how to protect income for what you need in retirement.
3. Identify the 6 risks to protected income.
4. Translate potential retirement risks into retirement planning strategies.
5. Implement action steps towards protected income.

Where
Peoples Petroleum Building –
Mezzanine Floor
102 N College Ave, Tyler, TX 75702