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.

 

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!

Upcoming Event

Taxes and Retirement

This class examines various tax issues related to pre-retirees and retirees. They will discuss how Social Security benefits are taxed, Medicare premiums, RMD’s (Required Minimum Distributions), charitable giving and other tax-related items.

 

SECURE Act (New Law)

The recent enactment of the SECURE Act establishes several new provisions that will affect most Americans who are saving for retirement. As with much legislation passed in Washington, the SECURE Act is an acronym, which stands for Setting Every Community Up for Retirement Enhancement.

 

Event Information:

  • Tue
    13
    Oct
    2020
    Wed
    14
    Oct
    2020
    1:00 pmBraza Brava Pizeria Napolitano

    A SPECIAL EVENT FOR IRA, 401(k) AND TSP HOLDERS

    OUR NATION HAS OVER 26 TRILLION IN DEBT AND COUNTING, WHO IS GOING TO PAY THE TAB?
    DO YOU THINK IT’S TIME FOR TAX-FREE INCOME NOW?

    Raising taxes could be the most viable option for the government to tackle the current debt. This could make
    tax planning, Roth IRA’s and life insurance options more important than they have ever been. Learn what your
    options are.

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.

These events are designed for individuals ages 58-70. All attendees should be nearing retirement or currently in retirement.

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!

 

Our firm is not sponsored or endorsed by, nor affiliated with, any college or university.