Planning for Your Encore Performance

This two- night class is designed for those who want to take a proactive, clear-eyed approach to retirement planning. Whether you're still working, nearing retirement, or already retired, you'll walk away with the tools to help make confident decisions, without any sales pitch or product promotions.

What to Expect:- Clear, easy-to-understand retirement guidance and tools to help you plan with clarity and confidence. Trade the sales pitch dinner for straight talk.

Topics Covered:

• How much money you'll need to retire comfortably
• Strategies to reduce taxes, protect income, and eliminate debt
• Understanding today's investment landscape
• Creating steady income and managing cash flow throughout retirement
• Estate planning basics: wills, trusts, and gifting
• Managing healthcare costs and protecting assets

Location: University of Texas at Dallas – Richardson, Davidson Gun Day Alumni Center, Room 1.128. Complimentary parking in PS1.

Dates & Times: (Choose one session when registering)

Session 1: Sept 23 & 30 | 6:45–9:00 PM

Session 2: Oct 2 & 9 | 6:45–9:00 PM

💵 Registration: $89 per couple (includes both nights of chosen session and course workbook)

Host or Publisher Mitch Kramer, CFP®, MBA