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| SUNRAYS OCTOBER 2014
ONLINE:
SCTXCA.ORG
SEMINARS
Seminars listed on these pages are paid advertisements.
Education
Texas Concealed Handgun License Class
Saturday, October 25, 8 a.m. to 12:30 p.m., CCAN with
shooting @ 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 512-750-8877 to register for this class
and for information 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, October 16, 9:30 a.m., CCJ
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”
Wednesday October 22, 8 a.m., CCAN
Hosted by: Valhaven Wealth
Purchase your $1 ticket online or at the Member Services Office.
Shane Sullivan has been helping local investors create income
for life retirement strategies for over 19 years both as a practic-
ing 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 and Roth con-
versions
•Divorce-proof inherited IRA’s
•The pros and cons of annuities
•“Tax Smart” strategies
We will provide coffee and some breakfast snack food. 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 Advisor and Member FINRA/SIPC. Valhaven
Wealth is independent of VSR.
Pearls of Wisdom® Seminar
Thursday, October 23, 11 a.m., CCAN
Hosted by: MassMutual
Purchase your $1 ticket online or at the Member Services Office.
Presented by Pam Wise – MassMutual and Steve Tatro - Re-
tirement Resources
71% of women want to be actively involved in all deci-
sions regarding their finances
1
More than ever, women want to take control over their finances.
We are offering an opportunity to connect with other women
just like you and learn more about planning for your financial
future through our Pearls of Wisdom
®
Seminar. The series
features the life stories of women from different ages and dif-
ferent lifestyles. These stories explore the issues that many
women face today, including organizing their finances, saving
for retirement, and protecting loved ones.
Learn about:
•Taking care of those you love, even when you are no longer
with them
•How to best manage through different stages such as get-
ting married, college planning, and caring for your parents.
•Planning for the future care of your family members with
special needs
Pearls of Wisdom
®
is delivered byMassMutual financial profes-
sionals in a seminar setting.
1MassMutual Proprietary Research , State of the American Family conducted
by Forbes Consulting Group, February 2013.
1
2013Massachusetts Mutual Life Insurance Company Springfield, MA 01111-
0001. All rights reserved.
. MassMutual Financial group
is a marketing name for Massachusetts Mutual Life Insurance Company
(MassMutual) and its affiliated companies and sales representatives. Local
sales agencies are not subsidiaries of MassMutual Financial Group or its
affiliated companies.
