LKJ Financial

Retirement Planning Today-Two-Day Course:
2025-09-25 08:00 - 17:00 UTC | HCC WLoop, 5601 West Loop S., Houston, 77081, 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.

Your Taxes & Retirement Class
2025-10-09 18:30 - 20:00, 2025-10-14 18:30 - 20:00 | HCC Spring Branch, 1010 W Sam Houston Pkwy N, Houston, 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.

Kids’ Meals Volunteer Day
2025-10-17 09:00 - 11:30 | 330 Garden Oaks Blvd, 330 Garden Oaks Blvd, Houston, TX, 77018, United States

LKJ 50th Anniversary Ambassador Event
2025-11-15 18:30 - 20:00 | Junior League of Houston, 1811 Briar Oaks Ln, Houston, TX, 77027, United States
