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Katy Retirees: Tax Smart Investing and Estate Planning

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What we’re about

Welcome, Katy retirees! This group is dedicated to helping our members make smart investment decisions and plan for their estates in a tax-efficient manner.

Whether you're looking to optimize your retirement savings, diversify your portfolio, or ensure your loved ones are taken care of, this group is for you.

Join us for informative discussions, expert speakers, and networking opportunities to empower you to make the most of your retirement years.

Let's navigate the world of taxes, investments, and estate planning together!

Upcoming events

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Tue, Oct 21 · 10:00 AM CDT
Katy Retirees (and soon to be): Tax Smart Wealth and Estate Planning Strategies
Frost Bank, 21875 Katy Fwy, Katy, TX, US
Are you retired or near retirement? Join us for an informative seminar designed to help those in or near retirement understand tax-efficient strategies for wealth and estate planning. Discover how to safeguard your assets and secure your family's future in a friendly and engaging environment.

Our expert speakers, Joycelyn Urech, J.D., and Todd Smurl, CFA, will cover crucial topics and answer your questions.

Whether you are already retired or planning for retirement, this event is perfect for anyone looking to optimize their financial situation.

Network with like-minded individuals in a welcoming and informative environment. Don't miss this opportunity to gain valuable insights and take control of your retirement planning.

Seating is limited, so reserve your seat today for this valuable session at 10:00 a.m. on October 21 at Frost Bank on Mason Road.
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Related topics

Financial Education

Financial Planning

Advanced Financial Planning & Tax Strategies