Education

At Clark Financial Group, 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.

Dates & Locations:

North Central Texas College, Flower Mound
Wednesdays, September 28th & October 5th – 2 to 4 PM
Mondays, October 3rd & 10th – 2 to 4 PM

University of North Texas at Frisco
Thursdays, October 6th & 13th – 1 to 3 PM
Tuesdays, October 18th & 25th – 9:30 to 11:30 AM

Morning Brew

This is a free one hour educational workshop held on the first Tuesday of each month at La Madeleine in Frisco.  We begin at 9:30 AM.  All are invited for coffee and pastries as we share information on topics that are important and timely. Registration is required to attend.  Seats fill up fast so call us at 469-287-5657 to make your reservation.

Upcoming topic:  Turning 65
There are a lot of people turning 65 these days…10,000 per day, 300,000 per month, 3.6 million per year.  They will ALL be forced to go on Medicare, which means facing a web of unfamiliar, confusing and complex choices.  With that in mind, the “Turning 65 Workshop” provides a forum where people can learn what they need to know about Medicare and all of the choices and options available.

Register for an Event

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