Helping Investors Make Informed Financial Decisions

 

 

Fleming's Steak House

2405 W Alabama St, Houston, TX 77098

JOIN US for a complimentary educational event exclusively for the members of HCC-SW. Spouses are encouraged to attend. You will learn timely information that will help you make informed financial decisions in the 21st century.

Educational Lunch & Learn! 

What You'll Learn:

 

• How today's budget debate in Washington could impact your future retirement.
• Will Social Security be there for you and what is your optimal age to begin?
• Should you be investing pre-tax, after-tax or a combination?
• Four ways your taxes could change in retirement.
• Should life insurance, annuities and exchange-traded funds be a part of a well-rounded retirement strategy?
• How to mitigate a market downturn affecting your retirement income plan

 

• BONUS: Lunch will be served as a thank you for joining us! 

ABOUT OUR HOST

Jim Sloan 

Jim has written six books to help those approaching retirement become informed and get the relevant facts and math on the table when making major financial decisions. He is an Investment Adviser Representative of MariPau Wealth Management, LLC, a SEC Registered Investment Adviser. Jim is also a licensed insurance agent.
 
Jim has been featured in or seen on local and national media outlets for his perspective on financial topics pertaining to baby boomers and retirees, such as The Wall Street Journal, Forbes, Fox Business, MarketWatch, Reuters, Fox 26 Houston, The Denver Post, the Houston Medical Journal, and others. Jim also teaches a 6-hour financial education course, ‘Retiring Well in the 21st Century’ at multiple college campuses in the area. Jim is a U.S. Army veteran, has a private pilot license, volunteers, and loves to travel, read, golf, and do most things outdoors.

Phone:  281.985.1990

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Website: www.jimsloan.com

Helping Investors Make Informed Financial Decisions

Wealth Manager and Six-Time Author