We are thrilled to be hosting a virtual client event. At this summer's Garrett Planning Network retreat, several of our planners enjoyed hearing psychologist Margit Henderson speak on Optimistic Aging. We found her so informative and inspirational that we partnered with 2 other firms to bring her … [Read more...]
Your Invitation to Our Open House
Visit us in our new building at 1692 Keller Parkway Saturday, October 24, 2020 from 9 am - noon Join us for an outdoor gathering in the parking lot. Small groups wearing masks will be led indoors for guided tours of the building. Enjoy breakfast treats and bring your outdated paperwork for … [Read more...]
Real-World Retirement Planning Workshop
Jean Keener, CFP®, CRPC®, will present on real-world retirement planning as part of the Fort Worth Public Libraries Money Smart Week. She’ll cover tax-efficient ways to save for retirement, determining if you’re financially ready to retire, and how to safely transition to spending your retirement … [Read more...]
Fall Retirement Planning Workshops Announced
Our fall schedule for retirement planning workshops at the Keller Public Library has just been released. The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. During the workshop sessions you will learn about the tools and … [Read more...]
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