Events

It can be difficult to make financial decisions without access to information. We’re committed to helping you make informed decisions about your financial future.

Your Retirement and Taxes Class

August 6 @ 6:30 pm - 8:00 pm
|Recurring Event (See all)
One event on January 16, 2020 at 6:30 pm
An event every month that begins at 6:30 pm on day 6 of the month, repeating indefinitely
One event on August 6, 2020 at 6:30 pm
One event on August 11, 2020 at 6:30 pm
One event on August 27, 2019 at 6:30 pm
One event on October 10, 2019 at 6:30 pm
One event on October 15, 2019 at 6:30 pm

Events for May 2020

Calendar of Events

Calendar of Events
Monday	Tuesday	Wednesday	Thursday	Friday	Saturday	Sunday
27	28	29	30	1	2	3
4	5	6	7	8	9	10
11	12	13	14 Your Retirement and Taxes Class	15	16	17
18	19 Your Retirement and Taxes Class	20	21	22	23	24
25	26	27	28	29	30	31

+ Export Events

What’s Your Risk Number

Setting portfolio return expectations using risk – rather than just average return – can lead to you feeling more informed and happier about your investments. Find out what your Risk Number is with this brief tool, which uses a scientific framework that won the Nobel Prize for Economics.

FINRA Broker Check

Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member of FINRA/SIPC. 6187 Carpinteria Ave., Carpinteria, CA 93013, (800) 874-6910. LKJ Financial, LLC and Plan Member Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by LKJ Financial, LLC, Lynne James (TX Insurance License #722438), Lindsey James-West (TX Insurance License #1561746), Albert Glover (TX Insurance License. #654986) or Jennifer Sellers (TX Insurance License #1093213).

Events

Woman’s Worth® Dinner Event

Your Retirement and Taxes Class

TRS Retirement Workshop

January 26, 2021 @ 6:30 pm - 7:30 pm

Events for May 2020

Calendar of Events

Your Retirement and Taxes Class

Your Retirement and Taxes Class

What’s Your Risk Number

Setting portfolio return expectations using risk – rather than just average return – can lead to you feeling more informed and happier about your investments. Find out what your Risk Number is with this brief tool, which uses a scientific framework that won the Nobel Prize for Economics.

Join our email list to receive updates from Lindsey and Lynne.

DISCLAIMER: