Financial Events and Workshops

Attend a financial event with Magnolia Financial Strategies!

Join us as we discuss:

Global Events – How will political and economic events shape your financial returns in the future?
Risk Assessment – Is your retirement strategy stress-tested for the future?
Energy Outlook – How could rising oil prices impact your daily spending throughout retirement?
Tax Alert 2022 – How might the Fed’s promise to increase interest rates cause your taxes to go up?
Employee Benefit Plans – How could you legally defer your RMDs to age 85? Learn strategies that could cut your RMDs in half.
It’s important to have a plan in place to weather these uncertain times!

Email acarter@magnoliafinancialstrategies or call 903-330-0375 for availability. Seating is Limited.

There are no upcoming events at this time, but check back soon!

Fill out the form below to register for one of our upcoming events.
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