JUNE 201 4 SUNRAYS | 87
ONLINE:
SCTXCA.ORG
Seminars listed on these pages are paid advertisements.
Professional wealth manager Brett Bidwell, CFA, CFP®, will
explore the topic of investment fees in-depth to help you under-
stand the pernicious effects of high fees on portfolio outcomes.
Further, I will recommend solutions and advisory firms other
than my own to help you choose from a variety of low-cost pro-
fessional managers.
Contact Brett at (512) 582-7447 to RSVP or email himat brettb@
bidwellassociates.net.
“Retire, Set, Go”
Wednesday, June 18, noon, CCAN
Hosted by: Valhaven Wealth
Purchase your $1 ticket online or at the Member Services Office
Presented by Shane Sullivan, Radio Host and Certified Fi-
nancial Planner
®
and Justin Blumoff, Board Certified Estate
Planning Attorney.
Shane Sullivan has been helping local investors create income
for life retirement strategies for 18 years both as a practicing
Certified Financial Planner and on his radio show “Retire, Set,
Go” every Sunday at 1 p.m. on Talk 1370 AM.
In this complementary lunch presentation, Shane and Justin
will share ideas:
• How to build an Income for Life portfolio
• Reduce un-necessary portfolio fees
• Reduce tax on Social Security income
• Learn the Pros and Cons of Annuities
• Discover which changes in estate legislation will impact you
• Avoid estate planning problems
Lunch will be prepared and catered by Cotton Patch Café to
everyone who joins us; this will be on a first-come, first-served
basis that will be capped so be sure and RSVP your spot. For
any additional questions, Valhaven Wealth can be reached at
(512) 298-4080.
Securities & Advisory Services Offered through VSR Financial Services,
Inc. A Registered Investment Adviser and Member FINRA/SIPC Valhaven
Wealth is independent of VSR.
The Truth about Estate Planning Workshop
Thursday, June 19, 9:30 a.m., CCW
Hosted by: The Wiewel Law Firm
Purchase your $1 ticket online or at the Member Services Office.
Presented by Brad Wiewel, JD, Board Certified, Estate Plan-
ning and Probate Law, Texas Board of Legal Specialization; and
Doug Paul, JD, MBA, Director of Advanced Planning Strategies
at The Wiewel Law Firm.
Learn the truth about:
•Who will care for
me
if I can’t do it?
•Are
trusts
always better than
wills?
•Do
out-of-state
documents work in Texas?
•Remarriage
- protecting your estate
•Divorce-proofing
your kids’ inheritance
SEMINARS
•Community property
and new Texas residents
•Are
death taxes
dead?
•How to
lawsuit-protect
your assets
• Is your estate plan
up-to-date?
We look forward to seeing you there. For more information,
call our Georgetown office at 512-869-1435.
Investing for Income
Friday, June 20, 9:30 a.m., CCAN
Hosted by: The Chisholm Trail Financial Group
This seminar is presented by Richard Arnold, ChFC
®
and Scott
Ellsworth as well as DanMcGovern, CIMA
®
Regional Director
of Brinker Capital.
Join us for an informal discussion about
“Investing for In-
come.”
Information will address the following topics:
• Income-producing strategies that offer safety and diversi-
fication
• How to create income utilizing multi-asset classes
• A sophisticated tool to gauge how many years income can
be expected to last
Please contact us at (512)671-7526, Ext. 106 or 124 for further
information. Seating is limited. There is no cost obligation.
Richard Arnold and Scott Ellsworth are registered represen-
tatives of New England Securities Corp. Securities and In-
vestment Advisory services are offered through New England
Securites Corp. (NES) (member FINRA/SIPC) and a Registered
Investment Advisor. Branch Office address, 109 S. Harris
Street, Ste. 220, Round Rock, TX 78664.
ChisholmTrail Financial is not affiliated withNewEngland Securities (NES).
NewEngland Financial is the registeredmark for NewEngland Life Insurance
Company (NELICO), Boston, MA 02116. NES and NELCO are affiliates.
L0913342603[exp0614] [TX]
Do you know what it takes to retire with
confidence?
Friday, June 27, 10 a.m., CCAN
Hosted and presented by: Jim Bailey, CFP®
Purchase your $1 ticket online or at the Member Services Office.
Jim is an Ameriprise PlatinumFinancial Services® Practice financial advisor
with 26 years of experience.
Join us for an interactive retirement planning seminar using
our newweb-based tool that shows you how different investing,
inflation and income scenarios could impact your retirement.
Begin planning now so you can pursue a more confident retire-
ment with a RiverSource® variable annuity.
Learn how to:
• Assess your individual retirement income needs
• Reduce the impact of market volatility on your retirement
• Create guaranteed lifetime income in retirement
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