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We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

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At Retire with Jim Hanna Wealth Advisors, we believe that education is the key to success. That's why we hold informational workshops and lunch-and-learn events on various topics every month. Our goal is to get our clients and the San Antonio community on the path to financial wellness. We hope to see you there!

 

These events are designed for individuals ages 55 and above.  All attendees should be nearing retirement or currently in retirement.  Our policy is to give preferential seating to first time attendees. 
 
Seminar Registration

Registration not complete until confirmed by a member of our staff.

We help create retirement income strategies for people in or nearing retirement that are designed to give them confidence in their financial future.

CUSTOM FIT SOLUTIONS

FINANCIAL SERVICES

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs.

Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products, and are not offered by AE Wealth Management, LLC. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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