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Servicing Texas

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(737)204-3230

🛡️ Proactively Preserve and Protect Your Nest Egg - Retirement Planning Made Easy

We work with Medicare clients every day, but our expertise extends across all life and health insurance solutions. To help you make informed decisions about your financial future, we invite you to join us for a complimentary Lunch or Dinner Workshop featuring one of the nation’s most engaging retirement planning speakers, Jeremy Smith, of the Jeremy Smith Academy.

This is a no-pressure, no-sales event. There’s nothing to buy—including dinner. Just bring your curiosity and leave your checkbook at home.

🔍 Topics Include:

        How to dramatically improve your current life insurance policies

        Key changes in health insurance

        New products to protect against Long Term Care expenses

        Strategies to maximize your financial efficiency without high market risk

        How to guarantee lifetime income and avoid running out of money

📍 Event Location: New Braunfels Civic and Convention Center Garden Rooms 104 & 105 (375 S Castell Ave, New Braunfels, TX 78130)

🕒 Date and Time:  11:30 a.m. lunch  and 5:30 p.m. dinner – Tuesday, September 23rd

 Please arrive 15 minutes early for both events.

👕 Dress Code: Casual and comfortable

🎉 What to Expect: An informative, relaxed, and enjoyable experience with practical insights you can use—served alongside a delicious meal.

We look forward to seeing you there!

We would love to see you?