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.

Latest Past Events

Your Taxes & Retirement Class

Houston Community College Spring Branch Campus 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston

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 [...]

Your Taxes & Retirement Class

Houston Community College Spring Branch Campus 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston

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 [...]

Retirement Planning Today-Two-Day Course: THURSDAYS 9/26 Part B

Houston Community College Spring Branch Campus 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston

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 [...]

59.00$

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.

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    DISCLAIMER:

    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. Lindsey James-West (TX Insurance License #1561746) or Adam Goldman (TX Insurance License #2404721).