LKJ Financial

TRS Retirement Webinar
2021-02-04 18:30 - 19:30 UTC | TX, United States
As a TRS employee with over 24 years of service, you are invited to a free one-hour educational webinar to help you make informed decisions about your retirement and better understand your options with TRS.
Webinar Will Include:

How to maximize your TRS benefits
Calculating the cost of your retirement
Understanding the pros and cons of the TRS partial lump sum option
Debt reduction strategies in retirement
Estate planning techniques for TRS employees
Social Security offsets for TRS employees

To RSVP, please email educationrsvp@lkjfinancial.com or call 713.840.0534. Please include your full name, contact phone number and preferred date.

TRS Retirement Workshop
2021-01-26 18:30 - 19:30 | Houston Community College West Loop, 10041 Cash Rd., Stafford, TX, 77477, United States
Our one-hour educational workshops are designed to help you make informed decisions about your retirement and to better understand your options with TRS.
Workshop Agenda Items Include:

How to maximize your TRS benefits
Calculating the cost of your retirement
Understanding the pros and cons of the TRS partial lump sum option
Debt reduction strategies in retirement
Estate planning techniques for TRS employees
Social Security offsets for TRS employees

To RSVP, please email educationrsvp@lkjfinancial.com or call 713.840.0534 to reserve a seat for you and your guest. Please include your full name, contact phone number and preferred date.

Your Retirement and Taxes Class
2020-08-11 18:30 - 20:00, 2020-01-16 18:30 - 20:00, 2020-01-14 18:30 - 20:00 | Houston Community College West Loop, 10041 Cash Rd., Stafford, TX, 77477, United States
Taxes can easily be one of your biggest expenses in retirement. Learn how to find a balance of financial vehicles, savings and withdrawal strategies to potentially reduce taxes on your income and avoid tax penalties. LKJ Financial’s 90 minute tax-focused retirement courses focuses on the following topics:

The “four buckets” approach to tax planning
Breaking down common financial vehicles and the different ways they are taxed.
Tax friendly ways to withdraw retirement income
Should you consider a Roth IRA conversion?
How taxes can affect retirement income, Social Security and a surviving spouse
What estate taxes could look like for you/your family
How to reduce or possibly avoid unnecessary taxes

Contact us at 713.840.0534 or marketing@lkjfinancial.com if you are interested in registering or learning more about our upcoming Retirement and Tax classes.

Your Retirement and Taxes Class
2020-05-14 18:30 - 20:00 | Houston Community College Spring Branch Campus, 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston, TX, 77043, United States

Retirement Planning Two-Day College Course: Class 2 Part A
2017-10-10 18:30 - 21:30
LKJ Financial is pleased to offer retirement planning course at local colleges and universities, geared towards individuals and couples ages 50 to 75.
This is a 6-hour course, held over two nights. During its creation, we made sure that this class did not look 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 text book and unbiased information about investment, 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 Lynne after the class, but they have no obligation to do so.
The course will cover topic such as:

Defining retirement and what is important to you
Realistically estimating income & expenses
Three strategies for creating lifetime income
Understanding Social Security
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.
