Free Workshops
Learn Before You Decide
Every workshop is free, educational, and zero pressure. Join us live in Allen, TX or online from anywhere.
Is Your Family Protected?
A Free Estate Planning Workshop
In-Person + VirtualLearn exactly what happens to your family without a will or trust — and how one afternoon of planning prevents 20 months of probate court. We cover: wills vs. trusts, guardianship, probate costs, and what to do first.
Build Guaranteed Retirement Income
A Free Annuity & Retirement Workshop
VirtualSocial Security replaces only 40% of your income. Your 401(k) can run out. This workshop explains how to create guaranteed income for life — in plain English. We cover: annuity types, the $300K comparison, and how to get a free income projection.
Tax-Free Retirement
The IUL Strategy Most Advisors Won't Tell You
VirtualIf you've maxed your 401(k) and Roth IRA and still want more tax-free retirement income, this workshop is for you. We explain IUL in plain English — how the 0% floor works, why there are no contribution limits, and how to access money in retirement with zero tax.
Family Financial Protection 101
A Free Life Insurance Workshop
In-Person + VirtualMost families are one unexpected event away from financial crisis. This workshop covers term life insurance in plain English — how much you need, what it costs (less than you think), and how to get covered before your next birthday.
Can't Make It?
All workshops are recorded. Email us after the event date and we'll send you the full replay — free.
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