Events & Seminars

We’re committed to helping you make informed decisions about your financial future. To start your path toward financial certainty, attend one of our upcoming workshops.

Upcoming Seminars

After completing our online registration form, a member of the Hanna Wealth team will contact you to confirm your registration and secure your seat at the table.

 

  • Wed
    01
    Nov
    2017
    6:30 - 8:30 p.m.

    Join retirement advisor Jim Hanna as he shares many of the techniques and strategies he utilizes to help clients work toward capital preservation, increased retirement income, decreased market risk and reducing their income tax burden.

     

     

    Topics we’ll cover include:

    •Tax-deferred vs. Tax-free - Why it could make a difference at retirement.

    CLICK HERE TO LEARN MORE

  • Thu
    02
    Nov
    2017
    6:30 - 8:30 p.m.

    Join retirement advisor Jim Hanna as he shares many of the techniques and strategies he utilizes to help clients work toward capital preservation, increased retirement income, decreased market risk and reducing their income tax burden.

     

     


    Topics we’ll cover include:

    •Tax-deferred vs. Tax-free - Why it could make a difference at retirement.

    CLICK HERE TO LEARN MORE

  • Tue
    07
    Nov
    2017
    6:30 - 8:30 p.m.University of Phoenix - San Antonio Campus | 8200 IH-10 West, Suite 1000, San Antonio, TX 78230 | Room 1002

    If taxes increase during your retirement, what impact may that have on what is likely your largest retirement account? What about the tax rate on the surviving spouse or children? What are the advantages of a Roth conversion and could it benefit you?

    Join retirement advisor Jim Hanna for this informative course as he answers these important questions and shares many of the techniques and strategies he utilizes to help clients work toward capital preservation, increased retirement income, decreased market risk and reducing their income tax burden.

     

     

    Topics we’ll cover include:

  • Thu
    09
    Nov
    2017
    6:30 - 8:30 p.m.University of Phoenix - San Antonio Campus | 8200 IH-10 West, Suite 1000, San Antonio, TX 78230 | Room 1002

    If taxes increase during your retirement, what impact may that have on what is likely your largest retirement account? What about the tax rate on the surviving spouse or children? What are the advantages of a Roth conversion and could it benefit you?

    Join retirement advisor Jim Hanna for this informative course as he answers these important questions and shares many of the techniques and strategies he utilizes to help clients work toward capital preservation, increased retirement income, decreased market risk and reducing their income tax burden.

     

     

    Topics we’ll cover include:

  • Tue
    05
    Dec
    2017
    6:30 - 8:30 p.m.University of Phoenix - San Antonio Campus | 8200 IH-10 West, Suite 1000, San Antonio, TX 78230 | Room 1011

    If taxes increase during your retirement, what impact may that have on what is likely your largest retirement account? What about the tax rate on the surviving spouse or children? What are the advantages of a Roth conversion and could it benefit you?

    Join retirement advisor Jim Hanna for this informative course as he answers these important questions and shares many of the techniques and strategies he utilizes to help clients work toward capital preservation, increased retirement income, decreased market risk and reducing their income tax burden.

     

     

    Topics we’ll cover include:

  • Thu
    07
    Dec
    2017
    6:30 - 8:30 p.m.University of Phoenix - San Antonio Campus | 8200 IH-10 West, Suite 1000, San Antonio, TX 78230 | Room 1002

    If taxes increase during your retirement, what impact may that have on what is likely your largest retirement account? What about the tax rate on the surviving spouse or children? What are the advantages of a Roth conversion and could it benefit you?

    Join retirement advisor Jim Hanna for this informative course as he answers these important questions and shares many of the techniques and strategies he utilizes to help clients work toward capital preservation, increased retirement income, decreased market risk and reducing their income tax burden.

     

     

    Topics we’ll cover include:

About Our Seminars

It is important to feel you have control over your future. At Retire With Jim Hanna Wealth Advisors, we offer our experience and knowledge to our clients, helping them design a specific plan of action that advances your financial independence.

Join us at our next event!

At Retire with Jim Hanna Wealth Advisors, we believe that education is the key to success. That's why we hold informational workshops and monthly lunch-and-learn events on various topics. 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. 

To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at info@retirewithjimhanna.com, or call us at 210-641-5000 today!