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A buffet style lunch will be served.
Event Details
Amarillo Club
600 South Tyler Street, Suite #3000
Amarillo, TX 79101
Lunch Options:
– Thursday, September 5 at 11:30 a.m.
– Tuesday, September 10 at 11:30 a.m.
Seating is limited. A no-cost meal will be served. There is no charge to attend!
Event Details
Amarillo Club
600 South Tyler Street, Suite #3000
Amarillo, TX 79101
Dinner Options:
– Thursday, September 5 at 11:30 a.m.
– Tuesday, September 10 at 11:30 a.m.
Seating is limited. A no-cost meal will be served. There is no charge to attend!
Preparing for retirement has never seemed so challenging. Join us for a no-cost meal and enlightening presentation at Amarillo Club. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.
Here’s what we’ll cover:
Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Hollie Gandy-Donohue was raised in Dumas, Texas, graduated from Baylor University with a BBA in Management/Marketing and Finance and began her career in the Houston market. Hollie returned to the Texas Panhandle to help care for her aging mother. She learned firsthand the challenges and financial issues many seniors and their families may face as Alzheimer’s progresses.
Hollie’s passion for informing and preparing people for their retirement years is the foundation of her businesses. She has used her experiences in the school of life to inform and prepare others in her practice. Hollie is the owner of Safe Money Solutions and Texas Retirement Solutions in Amarillo.
She is a fully committed advocate for the Insurance & Financial Advisor community. A member of NAIFA (National Association of Insurance and Financial Advisors) for twenty-two years, she has served as the NAIFA-Amarillo Area Local President. She is the Past President (2018-2019) for NAIFA-Texas, and Hollie serves on the NAIFA National Independent Advisor Task Force, Communications Council and as the Public Relations Chair for NAIFA-Texas. She has completed the NAIFA-Leadership & Life Institute (LILI). Also, as a member of the Million Dollar Round Table, her success as a female in the Financial Services Industry serves as a role model and mentor to many others.
Hollie is an active political advocate, hosting events for candidates to meet with local professionals, as well as lobbying our Congressmen in Washington and Legislators in Austin on issues related to consumer protection, such as the Elder Financial Protection Act and the Tax Reform & Jobs Act, and most recently, helped achieve wins in the 87th Texas Legislature with getting the Personal Financial Literacy Act and the Best Interest Annuity Legislation to Governor Abbott’s desk.
Hollie is active in the Amarillo community with the Senior Ambassador Coalition, Amarillo Chamber of Commerce, Make-a-Wish Association Chili Cook-Off, The 100 Club of the Texas Panhandle, and as a Dream-Team member at Trinity Fellowship Church.
Hollie met her husband at a NAIFA Conference, which produced her marriage. Hollie married Rusty Donohue who, though recently passed, still leaves an influence on their practice. They share two children (Tami Donohue Schultz and Russ Donohue) one grandchild, Madison, one new great-grandchild Avery Nicole, as well as their Schnauzer, Inkie. Hollie is passionate advocates for NAIFA-Texas and the local chapter. This combined practice is your one stop for a financially successful retirement.
© 2024 Taxes Declassified | Privacy Policy
¹ https://www.ssa.gov/cola/
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.