Retirement Planning Two-Day College Course: Class 2 Part A
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 [...]
Your Retirement and Taxes Class
Houston Community College West Loop 10041 Cash Rd., Stafford, TX, United StatesTaxes 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 [...]
Your Retirement and Taxes Class
Houston Community College West Loop 10041 Cash Rd., Stafford, TX, United StatesTaxes 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 [...]
Your Retirement and Taxes Class
Houston Community College Spring Branch Campus 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston, TX, United StatesTaxes 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 [...]
Your Retirement and Taxes Class
Houston Community College West Loop 10041 Cash Rd., Stafford, TX, United StatesTaxes 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 [...]
TRS Retirement Workshop
Houston Community College West Loop 10041 Cash Rd., Stafford, TX, United StatesOur 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 [...]