Lone Star College – Tomball Campus
30555 Tomball Parkway
Tomball, TX 77375
– Wednesday, June 1 at 6:30 p.m.
– Thursday, June 2 at 6:30 p.m.
Seating is limited. Nothing will be sold and there is no charge to attend!
Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Lone Star College – Tomball Campus. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.
Here’s what we’ll cover:
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 workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
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.
Investment advisory and financial planning services are offered through Alphastar Capital Management, LLC; a SEC registered investment advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Alphastar Capital Management, LLC is also available on the SEC’s website at adviserinfo.sec.gov.
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.