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SEMINARS
Educational back the onion layers of your portfolio. You will learn about hid-
den fees, trading expenses, tax harvesting, bond concerns, and
Texas License to Carry a Handgun Class domestic diversification issues. Scott Campbell is an Investment
Advisor Representative and a specialist in retirement planning.
Saturday, March 18, 8 a.m. - 12:30 p.m., CCAN with He holds a Retirement Income Certified Professional designation
shooting @ 2 p.m. and has been teaching adult education classes in this field since
Hosted by: Resident Ron Gaddy. Email: rongaddy22@ 1999. Always fun and entertaining, you won’t want to miss out
gmail.com – NRA Pistol Instructor on the SURPRISE OF THE MONTH!
This class will provide you with the information and certificate Investment advisory services offered through Wealth Financial
to receive a Texas license to carry a handgun. Advisory Services, LLC, a Registered Investment Adviser. In-
Please call Ron Gaddy at 512-750-8877 to register for this class surance services are offered through individually licensed and
and for information about basic pistol instruction. appointed insurance agents.
Texas D.P.S. Certified Instructor for C.H.L. – N.R.A Certified
Pistol Instructor [email protected] 512-638-9499
National Rifle Association credentials:
Earning 9-10% Returns Consistently
– Basic Pistol and Safety Outside of the Stock Market
– Personal Protection in the Home
– Personal Protection Outside the Home Wednesday, March 15, 11 a.m., CCAN
– Refuse to be a Victim Hosted by: John Konakci at Stallion Capital Management
– Range Safety Officer Purchase your $1 ticket online or at the Member Services Office.
Financial A light lunch and drinks will be provided.
We typically work with people who are looking for a more secure
The Truth About Estate Planning Workshop way of making money.
Tuesday, March 7, 9:30 a.m., CCAN They’re concerned about and frustrated with the volatility of
Purchase your $1 ticket online or at the Member Services Office. the stock market.
Hosted by The Wiewel Law Firm, Presented by: They don’t want to worry about losing money in the market.
Brad Wiewel, JD, Board Certified, Estate Planning and Probate They’re looking for stable high yield returns, year after year.
Law, Texas Board of Legal Specialization
Learn the truth about: Join us for a discussion to learn how to:
– Do out-of-state documents work in Texas? – Earn 9-10% net returns consistently.
– Who will care for me if I can’t do it?
– Are trusts always better than wills? – Make money without exposing yourself to the risks and vola-
– Remarriage - protecting your estate. tility of the stock market.
– Divorce-proofing your kids’ inheritance.
– Community property and new Texas residents. – Receive quarterly income from your investments.
– Are death taxes dead?
– How to lawsuit protect your assets. – Invest your cash and IRA funds.
– Is your estate plan up-to-date?
All meetings by appointment only. For more information, feel free to call John Konakci at
For more information, call our Georgetown office at 512-869-1435. 512.270.2843 or email him at [email protected].
Principal office: Austin, Texas
This is a no-cost, no-obligation event.
Wine & Wealth Workshop
Seven Things Clients Need To Know To Have
Wednesday, March 8, 4:30 p.m., CCJ a Successful Retirement
Hosted by: Scott Campbell of Austin First Financial, Inc.
Purchase your $1 ticket online or at the Member Services Office. Thursday, March 16, 9 a.m., CCW
Hosted by: Austin Financial Partners
Enjoy the intense fruit aromas and black cherry flavors of Apo- Purchase your $1 ticket online or at the Member Services Office.
thic Red or the crisp apple & white peach flavors of Butterfield
Chardonnay while we discuss current events that shape your So much of everything that is published and promoted about
retirement world. This month we will discuss Evidence-Based retirement is about money and finances. In this interactive
Investing and how this scientific approach to investing can be session we will talk about the other areas of retirement that
integrated into your retirement plan. We will also discuss how are also important – health and wellness, relationships with
you can get a comprehensive Investment Analysis that will peel family and friends, having meaningful ways to spend our time,
and the importance and impact of attitude toward retirement.
We’ll also look at why some people choose to work in retirement
despite being financially set. Let’s set ourselves up to make the
experience positive for ourselves and others. Come learn a few
things that can help you!
Christopher B. Jones, AWMA – Wealth Manager
8911 N Capital of Tx Hwy, Bldg 3, Ste 3210, Austin TX 78759
E-mail: [email protected] – www.austinfp.com
76 | SUNRAYS MARCH 2017 ONLINE: SCTEXAS.ORG
