About us
Be Retirement Prepared brings free, expert-led retirement workshops to the Houston area for people who want real answers before they make the decisions that define their retirement.
Most retirement seminars exist to sell you something. Ours do not. Every workshop is taught by a Certified Financial Planner and former tax attorney. No products are sold. No pitch at the end. Just practical education on the strategies most financial planners never bring up in their planning sessions.
We cover Social Security timing, pension and lump sum decisions, Roth conversions, company stock strategies, tax planning on your retirement accounts, estate planning basics, and more.
If you are within 5 to 15 years of retirement and want to walk out of a room knowing exactly where you stand, this group is for you.
Events are always free. Seats are always limited. Join the group and you will be the first to know when we announce a new workshop near you.
Upcoming events
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