PSO Family Matters: Social Security Key Concepts
Webinar Frisco, TX
An important discussion on Social Security Key Concepts:
1. Calculation of Benefits - how much will I receive
2. Full Retirement Age - when do I qualify for full benefits
3. Ways Benefits are Reduced
4. Spousal Benefits
5. Filing Strategies
Please RSVP below to join this conversation!
RSVPPSO Market Update
Webinar Frisco, TX
Our next Market Update Call will be held on Wednesday, January 18th, at 4PM CT.
The agenda for this call will include:
1. Market Performance Update – Month, Quarter, and Year
2. Economic Outlook – A Forward Look at Risks vs. Opportunities
3. Portfolio Impacts - A Discussion of Recent Portfolio Updates
Please RSVP below to join the conversation!
PSO Market Update Call
Webinar McKinney, TX
Our next Market Update Call will be held on Thursday, November 17th, at 4PM CT.
The agenda for this call will include:
1. Market Performance Update – Month, Quarter, and Year
2. Economic Outlook – A Forward Look at Risks vs. Opportunities
3. Portfolio Impacts - A Discussion of Recent Portfolio Updates
Please RSVP below to join the conversation!
PSO Connects - Annual BBQ
Private Event, Celina, TX
Join us as we kick off the fall with good food and great friends!
PSO Market Update Call
Webinar McKinney, TX
Our next Market Update Call will be held on Friday, July 29th, at 4PM CT.
The agenda for this call will include:
1. Market Performance Update – Month, Quarter, and Year
2. Economic Outlook – A Forward Look at Risks vs. Opportunities
3. Portfolio Impacts - A Discussion of Recent Portfolio Updates
Please RSVP below to join the conversation!
PSO Quarterly Market Update Call
Webinar McKinney, TX
Our next Quarterly Market Update Call will be held on Tuesday, June 21st, at 4PM CST
The agenda for this call will include:
1. Market Performance Update - Month, Quarter, and Year
2. Economic Outlook - A Forward Look at Risks vs. Opportunities
3. Portfolio Impacts - A Discussion of Recent Portfolio Updates
Please RSVP below to join the conversation!
PSO Family Matters: Estate Planning 101
Webinar McKinney, TX
Please join us as we discuss 4 key areas to consider when creating, updating, and executing your estate plan:
1. Will vs. Trust – which document best fits your needs
2. Probate vs. Non-Probate – how to efficiently transfer assets
3. Naming Agents – who to put in charge when the time comes
4. Beneficiary Options – who, what, and how can someone inherit your wealth
Please RSVP below to join the conversation!
PSO Quarterly Market Update Call
Webinar McKinney, TX
Our next Quarterly Market Update Call will be held on Friday, April 29th, at 4PM CST.
The agenda for this call will include:
1. Market Performance Update – Month, Quarter, and Year
2. Economic Outlook – A Forward Look at Risks vs. Opportunities
3. Portfolio Impacts - A Discussion of Recent Portfolio Updates
Please RSVP below to join the conversation!
PSO Family Matters: How to Build Purpose Driven Wealth
Webinar McKinney, TX
A Discussion on the 3 Key Principles needed to build wealth:
1. Planning - How to define measurable goals
2. Strategies - How to build portfolios to support your goals
3. Outcomes - How to measure progress and prepare for the unexpected
Please RSVP below to join this conversation!
PSO Family Matters Series: Estate Planning 101
Webinar McKinney, TX
Please join us as we discuss 4 key areas to consider when creating, updating, and executing your estate plan.
1. Will vs. Trust – which document best fits your needs
2. Probate vs. Non-Probate – how to efficiently transfer assets
3. Naming Agents – who to put in charge when the time comes
4. Beneficiary Options – who, what, and how can someone inherit your wealth
Please RSVP below to join this conversation!