LKJ Financial will host a two-day Retirement Planning Today course at HCC College, located at 5601 West Loop, Houston TX 77081. The class is five hours total, held over two nights (2.5 hours per night) and is geared towards individuals and couples ages 50 and older who are either near or in retirement.

We made sure that this class doesn’t or feel like a sales pitch, because it’s not one. No products are mentioned EVER and the course is 100% education-only.

Attendees will receive a 200+ page text book and straightforward information about investment, income, healthcare, and estate planning as well as tax information and the opportunity to ask questions. Attendees may elect to schedule a one-on-one consultation with Lindsey or Adam after the class, but they have no obligation to do so.

The course covers topics including:

• Defining retirement and what is important to you
• Realistically estimating income & expenses
• Strategies for creating retirement income
• Understanding Social Security and claiming options
• Healthcare planning in retirement
• IRA v. Roth IRA – can you convert? Should you?
• Taxes today and in retirement
• Preserving the value of your estate

Contact us at 713.840.0534 or educationrsvp@lkjfinancial.com if you are interested in registering or learning more about one of our upcoming retirement classes.