Event Details
WTAMU Amarillo Center
720 S. Tyler St., Amarillo, TX 79101
Event Options:
– Tuesday, May 14 at 5:30 p.m. – Thursday, May 16 at 5:30 p.m.
Seating is limited and there is no charge to attend.
Preparing for retirement has never been so challenging. Join us for an enlightening presentation at WTAMU Amarillo Center. 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 events 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 seniors and their families face as Alzheimer’s progresses.
Hollie’s passion for educating and preparing people for their retirement years is the foundation of her businesses. She has used her experiences in the school of life to educate 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 only stop for a financially successful retirement
© 2024 Taxes Declassified | Privacy Policy
¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts
² https://www.ssa.gov/cola/
³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
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. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.