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SEMINARS

Education Keys to Successful Investment Management
During Retirement
Senior Scams – Protect Your Friends
and Family Wednesday, Aug. 23, 2:30 p.m., CCW

Tuesday, Aug. 15, noon, CCGT Hosted By: Centennial Advisors
Hosted by: Texell Credit Union 3XUFKDVH\RXUWLFNHWRQOLQHRUDWWKH0HPEHU6HUYLFHV2IÀFH
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There is no point in your life where investment mistakes matter
According to research from True Link Financial, it is estimated more than during your retirement. One simple mistake may end
WKDWVHQLRUVORVHELOOLRQHDFK\HDUGXHWRHOGHUÀQDQFLDO XSGHVWUR\LQJ\RXUÀQDQFLDOVHFXULW\
DEXVHDQGDSSUR[LPDWHO\RIVHQLRUVDUHDIIHFWHGE\ÀQDQFLDO Investing during your retirement is different. It’s not “just” about
DEXVHLQDQ\ÀYH\HDUSHULRG7KLVVHPLQDUZLOOGLVFXVVFRPPRQ growth anymore. You still want to grow your money, but you also
examples of senior scams and how to recognize signs of abuse. It QHHGWRSURWHFWLWDJDLQVWVLJQLÀFDQWPDUNHWGHFOLQHVRIWHQWDNH
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and where to go for help. Lunch will be provided. Come MRLQ0LFKDHO'5HHVH&HUWLÀHG)LQDQFLDO3ODQQHUŒDVKH
shares what professionals know about investing during retirement
Texell Credit Union, [email protected], 254-773-1604 that you may not. This may be the one discussion this year that
you don’t want to miss!
Financial Please FDOOWKHRIÀFHDWWRUHVHUYH\RXUVHDWDVVSDFH
is limited. You can also reserve your seat(s) by emailing sara@
Keys to Optimizing Your centennialadvisorstx.com. Centennial Advisors | 4506 Williams
Social Security Benefits Dr., Suite 115 | Georgetown, TX 78633

Tuesday, Aug. 1, 7 p.m., CCGT Investment Advisory Services are offered through Centennial
Hosted by: Fort Wealth Management Wealth Advisory, LLC, a registered investment adviser. Insurance
products and services are offered and sold through individually
Understanding KRZWRPD[LPL]H6RFLDO6HFXULW\EHQHÀWVIRU\RX licensed and appointed agents in all appropriate jurisdictions.
and your family is key to retirement success. We will provide
education on rules and strategies that you need to know. We will Health
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and strategies. We will not be offering, recommending or selling
any products. One on one complimentary consultations will be
available as requested after the workshop.

Jennifer Carter, [email protected], 512-433-6492

The Truth About Estate Planning Workshop

Thursday, Aug. 10, 3 p.m., CCAN

Hosted by The Wiewel Law Firm, Presented by:

Brad Wiewel, JD, Board &HUWLÀHG(VWDWH3ODQQLQJDQG3UREDWH
Law, Texas Board of Legal Specialization
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Learn the truth about:
– Do out-of-state documents work in Texas?
– Who will care for me if I can’t do it?
– Are trusts always better than wills?
– Remarriage - protecting your estate.
– Divorce-SURRÀQJ 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?

All meetings by appointment only.
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The Sun Rays does not endorse or promote any product or AUGUST 2017 SUNRAYS | 77
advice advertised. Verification of qualifications and current

license are the responsibility of persons seeking service.

ONLINE: SCTEXAS.ORG