Lone Star College – Creekside Center
8747 W New Harmony Trail, The Woodlands, TX 77375
Tuesday, July 12 at 6:30 p.m.
Thursday, July 14 at 6:30 p.m.
Seating is limited. Nothing will be sold at this event and there is no charge to attend!
Preparing for retirement has never been so challenging. Join us for a special workshop at Lone Star College – Creekside Center while we discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.
What we’ll cover:
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Seating is limited. Sign up today to guarantee your seat(s)!
This is an informational event. No products will be discussed and nothing will be sold.
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 workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
Daniel Martin has been assisting pre-retirees and retirees for years in the great state of Texas. He has helped countless clients preserve their assets, increase their retirement income, and reduce their taxes. He has shown great compassion for his clients by digging into, not only the financial aspects but how their very own taxes can help or hurt their overall financial situation. On top of being a valuable financial advisor, he also is our president and oversees our tax preparation division.
Daniel attributes his success to his Lord and Savior, Jesus Christ, first and foremost, along with a great team of passionate co-workers. Daniel and his wonderful wife, Erricka, have six children: three boys and three girls. They lead the Marriage Ministry and lead a homegroup for their church, love spending time with the family traveling, and soak up all the time they can get with their grandbabies.
Patrick founded The Wehrly Group in 2005 and serves as our firm’s mentor. As a financial professional who can offer investment and insurance products and services, Patrick possesses a vast knowledge of taxes, Social Security, Medicare, financial planning, securities and insurance. His love of learning helps ensure that our office is up on the latest information and products designed to fit any retirement plan.
Away from the office, Patrick enjoys serving in ministry, sailing and spending time with his family and pets.
¹ Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
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 or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.