72
| SUNRAYS SEPTEMBER 2014
ONLINE:
SCTXCA.ORG
SEMINARS
Seminars listed on these pages are paid advertisements.
Education
Texas Concealed Handgun License Class
Saturday, September 20, 8 a.m. - 12:30 p.m., CCAN with
shooting at 2:30 p.m.
Hosted by: Resident RonGaddy – NRAPistol Instructor
Email
Effective September 1st, 2013: NEWLAWS and a shorter class
time.
This class will provide you with the information and certificate
to receive a Texas concealed handgun license. Please call Ron
Gaddy at 512-750-8877 to register for this class and for infor-
mation about basic pistol instruction.
Texas D.P.S. Certified Instructor for C.H.L. – N.R.A Certified
Pistol Instructor
National Rifle Association Credentials:
• Basic Pistol and Safety
• Personal Protection in the Home
• Personal Protection Outside the Home
• Refuse to be a Victim
• Range Safety Officer
Financial
The Truth about Estate Planning Workshop
Thursday, September 18, 9:30 a.m., CCW
Hosted by: The Wiewel Law Firm
Purchase your $1 ticket online or at the Member Services Office.
Presented by Brad Wiewel, JD, Board Certified, Estate Plan-
ning and Probate Law, Texas Board of Legal Specialization;
and Doug Paul, JD, MBA, Director of Advanced Planning
Strategies at The Wiewel Law Firm.
Learn the truth about:
•Who will care for
me
if I can’t do it?
•Are
trusts
always better than
wills?
•Do
out-of-state
documents work in Texas?
•Remarriage
- protecting your estate
•Divorce-proofing
your kids’ inheritance
•Community property
and new Texas residents
•Are
death taxes
dead?
•How to
lawsuit-protect
your assets
• Is your estate plan
up-to-date?
We look forward to seeing you there. For more information,
call our Georgetown office at 512-869-1435.
“Retire, Set, Go”
Tuesday, September 23, noon, CCAN
Hosted by: Valhaven Wealth
Purchase your $1 ticket online or at the Member Services Office.
Shane Sullivan, Radio Host and Certified Financial Planner
®
,
has been helping local investors create income for life retire-
ment strategies for over 19 years both as a practicing Certified
Financial Planner and on his radio show
Retire, Set, Go
every
Sunday at 1 p.m. on Talk Radio 1370 AM.
In this complementary lunch presentation, Shane will share
ideas on:
• How to build an Income for Life portfolio
• Reduce unnecessary portfolio fees
• Reduce tax on Social Security income
• Required minimum distribution strategies
• Current alternative income ideas
• The pros and cons of Annuities
• Three reasons to not roll over your 401K
Lunch will be prepared and catered by Cotton Patch Café for
everyone who joins us. This is a first-come, first-served event
that will be capped, so be sure and RSVP your spot. For any
additional questions, Valhaven Wealth can be reached at (512)
298-4080.
Securities & Advisory Services Offered through VSR Financial Services,
Inc. A Registered Investment Adviser and Member FINRA/SIPC. Valhaven
Wealth is independent of VSR.
The Informed Investor Workshop
Thursday, September 25, 10 a.m., CCAN
Hosted by: Rogers Wealth Group
Purchase your $1 ticket online or at the Member Services Office.
Learn:
• The dangers of getting your investment advice from media
sources such as CNBC and Money Magazine
• How do you know if you are paying your financial advisor
too much?
• Why the average investor underperforms the market
• How wealth management is different than just investment
advice
Attendees will receive a complimentary copy of our book,
The
Wealth Management Edge
.
We look forward to seeing you there!
Rick Wilkinson, CFP
®
, Senior Vice President
Matt Lankford, Senior Vice President & Chief Investment Officer
P: 866.476.4377
Washington Update
Friday, September, 26, 10 a.m., CCJ
Hosted and presented by: Jim Bailey, CFP
®
,
Financial Advisor
Purchase your $1 ticket online or at the Member Services Office.
Jim has an Ameriprise PlatinumFinancial Services
®
practice,
with 26 years of experience.
To get an overview on the latest legislative updates – and how
they may affect you and your family – attend the
Washington
Update
informational seminar. Topics discussed will be:
• New rules for estate planning and gift giving, which could
present significant wealth transfer opportunities
