Education

At Clark, we believe you need to have information to make decisions about your money and your future.  We strive to deliver the most up-to-date seminars, speaker engagements, training, and articles for you.  Check out our numerous seminars and resources we have on this site and in your local area.  And, remember, you can call us at anytime to setup a one-on-one review.

Rejuvenate Your Retirement

This education course for retirees will teach:

  • How to plan your retirement income to preserve a comfortable lifestyle
  • Strategies designed to increase Social Security Benefits
  • How to align your investments with YOUR attitudes, risk tolerance and objectives
  • How to evaluate and plan for health care, long-term care, and end of life decisions
  • How to maximize tax efficiency of withdrawals from mutual funds and IRAs

Each session is 4 hours in length but, we divide it into 2 hour sessions on 2 separate days.  There is a $39 fee to cover the cost of the 143 page workbook, however, your spouse can attend for free if you share the workbook.  Registration and pre-payment are required to attend these courses.

Upcoming Classes:

No classes are scheduled at this time.

Turning 65

This workshop will show you:

  • Strategies designed to increase Social Security Benefits
  • The “ins and outs” of signing up for Medicare
  • Discuss the difference between Medicare Suppliment Insurance and Medicare Advantage Plans
  • Explain why the different plan costs are so drastically different.

Pre-Registration is required.  Seating is limited.  All of these meetings will be held in Frisco.

Seminar Dates:

Tuesday, June 3rd – 7 PM
Thursday, June 5th – 11 AM
Tuesday, July 8th – 7 PM
Thursday, July 10th – 11 AM
Tuesday, August 19th – 7 PM
Thursday, August 21st – 11 AM

Register for an Event

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