Events
Discover how to navigate your retirement journey with confidence at our exclusive events. Featuring expert speakers and actionable insights, these sessions are designed to address critical topics like income planning, tax strategies, healthcare, estate planning, and more. Join us to gain the knowledge and strategies you need to achieve a secure and fulfilling retirement.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 12, 2026
6:30p - 7:45p
Collin College - Frisco Campus - J107- J Building
Will Your Family Inherit Your Wealth… or Your Tax Bill
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
May 7, 2026
6:30p - 7:45p
Collin College - McKinney Campus - Wing B B108
The New Rules of Retirement (Taxes, IRMAA & the Widow’s Penalty)
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
May 6, 2026
6:30p - 7:45p
Collin College - Wylie Campus - Room WCC 300
Will Your Family Inherit Your Wealth… or Your Tax Bill
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
April 21, 2026
6:30p - 7:45p
Collin College - Frisco Campus
The New Rules of Retirement (Taxes, Legacy, IRMAA & the Widow’s Penalty)
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
April 16, 2026
6:30p - 8:00p
Schimelpfenig Library
Estate, Legacy & Retirement TAX Strategies - 4/16/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
April 1, 2026
6:30p - 7:45p
Murphy Community Center
Estate, Legacy & Retirement TAX Strategies - 4/1/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
March 31, 2026
6:30p - 7:45p
Collin College - Wylie Campus
Estate & Retirement TAX Strategies - 3/31/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
March 25, 2026
6:30p - 7:45p
Andreas Prime Steaks & Seafood
Estate Planning & Retirement Tax Strategies 3/25/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
March 12, 2026
6:30p - 7:45p
Schimelpfenig Library
Estate Planning & Retirement Tax Strategies - 3/12/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
March 11, 2026
6:30p - 7:45p
Frisco Campus - Collin College
Estate Planning & Retirement Tax Strategies - 3/11/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
February 25, 2026
6:30p - 7:45p
Collin College - Wylie Campus
Estate & Retirement TAX Strategies - 2/25/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
February 24, 2026
6:30p - 8:00p
Andreas Prime Steaks & Seafood
Help Preserve Your Wealth & Leave a Legacy - 2/24/2026 - PRIVATE EVENT
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens and especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
February 11, 2026
6:30p - 7:45p
Collin College McKinney Campus
Estate Planning & Retirement Tax Strategies 2/11/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
February 10, 2026
6:30p - 7:45p
Collin College McKinney Campus
Estate Planning & Retirement Tax Strategies 2/10/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
January 29, 2026
6:30p - 7:45p
Collin College - Frisco Campus
Estate & Retirement TAX Strategies - 1/29/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
January 28, 2026
6:30p - 8:00p
Schimelpfenig Library
Estate & Retirement TAX Strategies - 1/28/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
January 21, 2026
6:30p - 8:00p
Ruths Chris Steakhouse
Help Preserve Your Wealth & Leave a Legacy - 1/21/2026 - PRIVATE EVENT
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens and especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
January 20, 2026
6:30p - 8:00p
Collin College - Wylie Campus
Estate & Retirement TAX Strategies - 1/20/2026
This educational event is designed for adults 59+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens; especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
November 6, 2025
6:00p - 8:00p
Del Frisco's Double Eagle Steakhouse
Estate and Retirement Planning - 11/6 - PRIVATE EVENT
This educational event is designed for adults 55+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens and especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
October 29, 2025
6:00p - 8:00p
Ruth's Chris Steakhouse
Estate and Retirement Planning - 10/29 - PRIVATE EVENT
This educational event is designed for adults 55+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens and especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
October 16, 2025
6:00p - 8:00p
Wylie Campus
Estate and Retirement Planning - 10/16 - LAST PUBLIC EVENT OF THE YEAR
This educational event is designed for adults 55+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We will explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens and especially in light of the new One Big Beautiful Bill. You will gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you have earned.
September 18, 2025
6:00p - 8:00p
Stephen Terrell Recreation Center
Estate and Retirement Planning - 9/18
This educational event is designed for adults 55+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We’ll explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens—especially in light of the new One Big Beautiful Bill. You’ll gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you’ve earned.
September 17, 2025
Frisco Library
Estate and Retirement Planning - 9/17
This educational event is designed for adults 55+ who want to maximize their retirement dollars, reduce taxes, and ensure their legacy is protected. We’ll explore strategies to preserve wealth, minimize risk, increase income efficiency, and reduce tax burdens—especially in light of the new One Big Beautiful Bill. You’ll gain straightforward insight into how your assets are taxed, what recent tax changes mean for your future, and what you can do now to keep more of what you’ve earned.