• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Contact Us
  • Call 888-7-PIGGY-BANK
  • Call 817-569-7600

Fort Worth - Dallas Financial Advisors | DFW Investments

Menu
  • About Us
  • Philosophy
    • Our Philosophy
      • Community Outreach
    • Close
  • Retirement Planning
    • Retirement Planning
      • IRAs
      • IRA & 401(k) Rollovers
      • Multi-Generational IRAs
      • Roth IRAs
      • Annuities
    • Financial Planning
      • Stocks, Bonds, Mutual Funds
    • Estate Planning
      • Life Insurance Agent
      • Long Term Care Insurance
    • Close
  • Radio Show
  • News
  • Complimentary
    • DFWRP Complimentary Items
      • ‘Retirement Readiness Mini-Kit’
      • ‘Get More From Social Security’
      • Subscribe to our Newsletter
    • Close
You are here: Home / Dallas Fort Worth Retirement Planners / Baby Boomer Retirement Essentials Class, Starts Feb 3, 2016

Jan 21, 2016

Baby Boomer Retirement Essentials Class, Starts Feb 3, 2016

Essential Retirement Solutions in a Few Class Hours ·

DFW Retirement Planners Boomer Retirement ClassesDFW Retirement Planners comprehensive personal finance course designed for those in the early stages of retirement or who are about to retire. This course is based on recent academic research and will walk you through difficult retirement decisions such as income planning, asset allocation and pitfalls to avoid. You’ll receive financial tools to help better understand risk, taxes, budgeting, and estate planning.

Register by Jan 31, 2016 and Save $10!

Registration: $59.

Wednesday, 2/3/166:30 PM to 7:30 PMSession 1 of 3Register
Wednesday, 2/10/166:30 PM to 7:30 PMSession 2 of 3
Wednesday, 2/17/166:30 PM to 7:30 PMSession 3 of 3

DFW Retirement Planners Boomer Retirement Class Feb 2016 

Who Should Attend:

• Individuals and couples between the ages of 55 and 70 looking for the answer to
“What to do now?”
• Those concerned about our financial markets and who want to prepare for the “next” recession
• Baby Boomers looking for retirement guidance based on academic research

What You Will Get:

• Getting Your Financial House in Order guidebook
• 21-page Managing Your Money in Retirement planning guide
• Personal Wealth Index questionnaire and personalized report
• 36-page Getting Your Estate in Order guide
• Course Workbook for following along in class

CLASS LOCATION:

University of North Texas Health Science Center
3500 Camp Bowie Blvd Room EAD 291, Fort Worth, TX 76107
WHEN: 3 Wednesdays: February 3, 10, 17, 6:30 pm – 7:30 pm
COST: Tuition is $59.00 for three classes. Couples may attend for the price of one.

To Register, visit: www.RegisterConnect.com/UNT

Questions? Call: 817-569-7600

 

Save

Categories: Dallas Fort Worth Retirement Planners, DFW Retirement Planners, DFW Retirement Planners News, Fort Worth - Dallas Financial Advisors Tags: #dfwretirementplanners, Baby Boomer Retirement Essentials Class, Dallas-Fort Worth Baby Boomer Retirement Planning, DFW Baby Boomer Retirement Planning, DFW Retirement Planners Baby Boomer Retirement, DFW Retirement Planners Classes, DFW Retirement Planners Retirement Classes

sidebar

Blog Sidebar

Fort Worth Location
6040 Camp Bowie Blvd Suite 3
Fort Worth, TX 76116
817-569-7600

Dallas Location
17300 Dallas Parkway Suite 3190
Dallas, TX 75248
888-774-4492

Recent Articles

DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

DFW Retirement Planners – Giving Back to North Texas

(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   Giving back has always been important Read More

DFW Retirement Planners

DFW Retirement Planners Celebrates 15th Anniversary

(DALLAS-FT. WORTH --- DFW Retirement Planners News)   2019 is a milestone for DFW Retirement Read More

Retirement Mistake #3: Misunderstanding Medicare & Social Security

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   DFW Retirement Radio, the weekly radio Read More

DFW Retirement Planners

GET OUR E-NEWSLETTER

DFW-Retirement-Planners-logo
  • How did you hear about us?
  • This field is for validation purposes and should be left unchanged.
  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube

Recent Posts

  • DFW Retirement Planners – Giving Back to North Texas
  • DFW Retirement Planners Celebrates 15th Anniversary
  • Retirement Mistake #3: Misunderstanding Medicare & Social Security
  • Pension Problems? DFW Retirement Planners Can Help
  • DFW Retirement Planners’ Britni Levensailor Announces Support for North Texas Charities

Join our newsletter

  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube
Contact Us

DFW Retirement Planners

For many people, knowing ‘where to start’ is one of the biggest challenges to retirement planning.

Call Us today to discover your unique starting point - and more!

817-569-7600

888-7-PIGGY-BANK

Footer

DFW Retirement Planners - Dallas Fort Worth Retirement Planning Workshops
DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

DFW Retirement Planners – Giving Back to North Texas

(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   Giving back has always been important to the team at DFW Retirement Planners.  Senior Planner Britni Levensailor said recently, "A big part of our year is working with non-profits who are Read More

Insurance and annuities offered through licensed professionals of MBL Insurance Agency dba DFW Retirement Planners, in appropriate jurisdictions.  Investment Advisory Services offered through TRS Advisors, LLC & Jim Poe & Associates, Inc. both state registered investment advisers and affiliated entities. Registration does not imply a certain level of skill or training. This is not an offer or solicitation to buy or sell securities. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies.  Past performance is not indicative of future results.  Investments involve risk and, unless otherwise stated, are not guaranteed. Our firms do not provide tax or legal advice; please consult your tax advisor, CPA or attorney. A copy of the Form ADV Part 2A for our affiliated investment advisory firms is available at https://adviserinfo.sec.gov/.

Fort Worth Location: 6040 Camp Bowie Blvd Suite 3, Fort Worth TX 76116
Dallas Location: 17300 Dallas Parkway Suite 3190, Dallas TX 75248

Call 817-569-7600 or 888-7-PIGGY-BANK (888-774-4492)

© 2022 DFW Retirement Planners | All Rights Reserved
Website by DFW Business Websites