Your Retirement and Taxes Class
2020-01-14 18:30 - 20:00, 2020-01-16 18:30 - 20:00, 2020-08-11 18:30 - 20:00 UTC | 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

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.

TRS Retirement Webinar
2021-02-04 18:30 - 19:30 | 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.

Inspiring Women Dinner Event
2024-03-21 18:30 - 20:30, 2024-03-26 18:30 - 20:30 | Flemings’s, 2405 W Alabama St., Houston, TEXAS, 77098
Lifestyle Wealth Planning for Women.
LKJ Financials’ Inspiring Women division specializes in working with women. We provide the support, education and guidance women need to move forward with clarity and purpose. At LKJ Financial, we feel there is a need to transform how women are served in the financial industry. Our focus is not only on the financials, but also on ensuring that women’s physical and emotional needs are addressed in financial and life planning. It’s not just about the money – it’s about total well-being. We recognize that women often retire very differently from the way that men do, and are careful to address these differences in our practice. We are proud to specialize in life planning, not just retirement planning.
Topics include:

Income planning – Ensure your retirement income is predictable, reliable and lasts a lifetime
Asset Protection – Protect and grow your life savings even in the face of market volatility
Health and Longevity – Maintain your health so that you can maintain your wealth
Taxes & the IRS – Minimize taxes and ensure you don’t have hidden tax risks waiting for you
Legacy – Get your documents organized and give meaning to the money you leave behind

In order to register for an upcoming Woman’s Worth® dinner event, please call 713.840.0534 or email marketing@lkjfinancial.com. We look forward to seeing you there!

Your Taxes & Retirement Class
2024-04-11 18:30 - 20:00, 2024-04-16 18:30 - 20:00, 2024-06-06 18:30 - 20:00, 2024-06-11 18:30 - 20:00, 2024-10-24 18:30 - 20:00, 2024-10-29 18:30 - 20:00 | Houston Community College Spring Branch Campus, 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston, TX, 77043, 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 Financials’ 90 minute tax-focused retirement class focuses on the following topics:

Learn how to maximize Social Security Income

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?
Evaluate the benefits of a Roth 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
Understand how to reduce hidden risks to your assets

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.

Long Term Care Insurance Dinner Event
2024-05-07 18:30 - 20:30 | Maggiano’s Little Italy Restaurant, 2019 Post Oak Boulevard,, Houston, TX, 77056, United States
LKJ Financial is delighted for our upcoming informational dinner event focusing on Long-Term Care Planning and Insurance.

Date: Tuesday, May 7
Time: 6:30pm
Venue: Maggiano’s Little Italy (Galleria area)
Address: 2019 Post Oak Boulevard, Houston, TX 77056

During our event, we will delve into the intricacies of long-term care planning and explore the essential role of long-term care insurance in safeguarding your assets and ensuring peace of mind for you and your loved ones.
Our speaker will cover topics including:

Understanding the importance of long-term care planning
Exploring different options for long-term care services
Navigating the complexities of long-term care insurance policies
Strategies for incorporating long-term care into your overall financial plan

Following the presentation, we will be hosting a complimentary dinner where you can network with fellow attendees and further discuss any concerns or questions you may have.
Please RSVP by Friday, May 3, to secure your place as seats are limited. You can confirm your attendance by replying here or directly to Sari Enriquez/Marketing Director: sari@lkjfinancial.com or call the office 713.840.0534.

Retirement Planning Today-Two-Day Course: TUESDAYS 9/17 Part A
2024-09-17 18:30 - 21:00 | Houston Community College Spring Branch Campus, 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston, TX, 77043, United States
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.

Retirement Planning Today-Two-Day Course: THURSDAYS 9/19 Part A
2024-09-19 18:30 - 21:00 | Houston Community College Spring Branch Campus, 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston, TX, 77043, United States

Retirement Planning Today-Two-Day Course: TUESDAYS 9/24 Part B
2024-09-24 18:30 - 21:00 | Houston Community College Spring Branch Campus, 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston, TX, 77043, United States

Retirement Planning Today-Two-Day Course: THURSDAYS 9/26 Part B
2024-09-26 18:30 - 21:00 | Houston Community College Spring Branch Campus, 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston, TX, 77043, United States

Your Taxes & Retirement Class
2025-05-14 18:30 - 20:00, 2025-05-20 18:30 - 20:00 | HCC WLoop, 5601 West Loop S., Houston, 77081, United States

Estate Planning Dinner Event
2025-05-22 18:30 - 20:00 | Maggiano’s Little Italy, 2019 Post Oak Blvd, Houston, TX, 77056, United States

Kids’ Meals Volunteer Day
2025-07-18 09:00 - 11:30 | 330 Garden Oaks Blvd, 330 Garden Oaks Blvd, Houston, TX, 77018, United States

Movie Matinee Client Event
2025-08-16 10:00 - 11:30 | Regal Edwards Houston Marq’E, 7600 Katy Fwy, Houston, TX, 77024, United States

Your Taxes & Retirement Class
2025-08-21 18:30 - 20:00, 2025-08-26 18:30 - 20:00 | HCC Missouri City, 1600 Texas Pkwy, Missouri City, TX, 77489, United States

Retirement Planning Today-Two-Day Course:
2025-09-16 18:30 - 21:00, 2025-09-18 08:00 - 17:00, 2025-09-23 18:30 - 21:00, 2025-09-25 08:00 - 17:00 | HCC WLoop, 5601 West Loop S., Houston, 77081, United States
