Holiday Inn Express | Corpus Christi
5213 Oakhurst Dr, Corpus Christi, TX 78411
Dates & Times
– Tuesday, January 30 at 2:30 p.m.
– Tuesday, January 30 at 6:30 p.m.
*The strategies discussed during this event are best suited for those with at least $300,000 in investible assets.
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!
Adam was born in Baltimore, Maryland and is a first-generation American on his father’s side of the family. He moved to San Antonio as a child, and his sister and brother still call San Antonio home. Adam’s brother, along with many uncles and cousins, served faithfully in the US Military. Adam has family members who work for the Federal Government in Washington, D.C. In his spare time, he’s a sports enthusiast and enjoys picking up a microphone at the occasional karaoke outing.
TX License: #1923588
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.