Upcoming Seminars

Financial Strategies for
Successful Retirement (Texas)

Course Consists of Four 2.5-Hour Sessions

Course I

Tuesdays - Jan. 22, 29, Feb. 5, and 12
Time: 6:45pm to 9:15pm

Informal Classes at
The University of Texas at Austin

Thompson Conference Center
2405 Robert Dedman Dr.
Austin, TX 78712

Course II

Tuesdays - March 26, April 2, 9 and 16
Time: 6:45pm to 9:15pm

Informal Classes at
The University of Texas at Austin

Thompson Conference Center
2405 Robert Dedman Dr.
Austin, TX 78712

Course Tuition

Course Tuition is $59. Please bring a $30 check for your materials payable to “Eagle Strategies LLC”. Checks only, please.

Course III

Thursdays - March 14, 21, 28 and April 4
Time: 6:45pm to 9:15pm

The University of Texas at Austin
JJ Pickle Campus
10100 Burnet Rd. Bldg. 137
Austin, TX 78758

Course Tuition

Tuition is $79. Included in your tuition is one copy of the workbook.

Register for Event

Course Topics

  • Financial Basics
  • Your Retirement Income
  • Investments
  • Risk Management
  • Estate Planning
  • Optional Retirement Planning Consultation

Summary

This course presents objective and factual information related to retirement planning strategies. With nearly three decades of experience, our instructors help connect the dots between complex financial strategies and real life situations.

Who Should Attend

This course may be for you if you are nearing retirement, already retired, or beginning to develop a retirement plan and are interested in hearing concepts and strategies that may help you make appropriate choices when confronted by investment alternatives, insurance coverage, increasing health care costs, tax reduction methods, and proper distribution of your estate at death. Retirement planning is for everyone and it is never too late to begin

What you may need to know about these retirement planning issues and more:

  • Determining how much money you may need to retire.
  • Potentially controlling your health-care costs.
  • Using 401(k)s and IRAs to potentially reduce current income taxes and help save for retirement.
  • Understanding sound investment strategies and alternatives.
  • Transferring your estate to the loved ones and charities of your choice.
  • Understanding your long-term care options.

What You Will Receive

Informative Instruction - The course material is presented in a clear, easy-to-understand, interesting format in an informal, enjoyable classroom setting.

Seminar Workbook - The colorful workbook contains practical exercises and examples to help you learn and remember the material covered during the seminar. You will be able to use the workbook as a reference tool for years to come.

Personal Financial Data Form - Step-by-step instructions are provided for developing a written summary of your assets, income, and Social Security and pension benefits.

Optional Planning Consultation - You are entitled to an optional private consultation after the conclusion of the seminar. This is your opportunity to ask specific questions regarding your financial future and goals.

This seminar is presented across North America by financial service professionals. They not only draw upon real-life experiences with numerous clients, they may also hold insurance licenses and securities registrations. Your local instructor is Mark D. Olson, CFP®, MSFS, CLU®, ChFC®, a Financial Planner offering financial planning and investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser and a Registered Representative of & offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. Neither Horizon Wealth Strategies, LLC, its staff nor NYLIFE Securities LLC or its representative/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal or accounting advice. Horizon Wealth Strategies LLC is independently owned and operated from NYLIFE Securities LLC and its affiliates. All investing involves risk, including the possible loss of principal. Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

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