Presented by:
Robb Rothrock

Presented by:
Vern Bell

TX Ins License
Series 65 Fiduciary
​BBA UT-Arington

TX Ins License
Series 65 Fiduciary
MBA-Amberton Univ

Upcoming Financial Education Events 

"Retirement Rules in the New Millennium"
What You Need To Know

AN ACADEMIC COURSE THAT WILL HELP YOU BUILD THE FOUNDATIONS FOR A SECURE RETIREMENT
 ​(based on the latest academic research)
presented by The Fellowship of Fiduciary Education



This 2-day course is designed for retirees and pre-retirees. You will learn:

  • ​How the basic financial "rules of thumb" have changed
  • The risks you'll face when you retire, and reasons why retirees run out of money
  • How to plan for tax efficient asset allocation in retirement
  • When to take Social Security
  • How to develop an Income Plan designed to last for life
  • How inflation erodes your buying power over time, and why you must prepare for it now
  • The true costs of various types of investments, including mutual funds and annuities 
  • What is a Fiduciary, what questions should you ask an advisor, and more

Thursday, May 5th
University of Phoenix-Dallas Campus
12400 Coit Rd. Dallas, 75251

2-part class:
May 5th,  6pm-9pm
May 12th,  6pm-9pm
Click to Register
Saturday, May 7th
University of Phoenix-Dallas Campus
​12400 Coit Rd. Dallas, 75251

2-part class:
May 7th,  9:30am-12:30pm
May 14th,  9:30am-12:30pm
Click to Register