Wealth & Estate Planning
Plan Smarter. Retire Better
As Certified Financial Fiduciaries, we can help to transform your savings into a renewable source of reliable income that can last you throughout retirement.
About This Event
In this session, we’ll cover How to Keep Peace in your Family and to Pass Wealth to the Next Generation and key retirement planning topics including social security strategies, tax-efficient income planning, and how to protect your assets from creditors and predators after you’ve passed, so that you can have peace of mind that you’ve prepared your estate and retirement.
Upcoming Dates
Call for upcoming dates
Time
10:00 AM – 12:00 pm
Location
Toro Bravo Investment Advisor, LLC
9300 John Hickman Pkwy, Suite 604,
Frisco, Tx 75035
Who Should Attend?
Anyone nearing retirement or already retired who wants to make informed financial decisions.
Call For Information
(806) 359-7796
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