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Upcoming Retirement Dinner in The Woodlands, Texas!

Welcome to this exclusive seminar, designed with corporate employees and retirees in mind! As you approach pivotal milestones in your professional journey, there's an increasing need to understand the complexities of financial planning, especially as it pertains to tax planning. With shifts in the economic climate and evolving regulations, it's paramount to stay informed and make decisions that preserve your hard-earned assets. Seating is limited, so register today! If seating does fill up we promise to reach out to you regarding any future events in your area.

Location: Fleming’s Prime Steakhouse - 1201 Lake Woodlands Drive, Suite 305, The Woodlands, TX 77380

Date: Wednesday, July 30th, 2025

Time: 6:00 PM CDT

In this presentation, you'll learn:

  • Key strategies for optimizing tax planning.
  • Insights on reducing taxable income and increase deductions.
  • Understanding new tax laws and how they may affect your plans.
  • Approaches to support a strong financial foundation for this year.

 

Wesley Boudreaux - SVP, Financial Advisor at Wealth Enhancement

The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability to provide financial independence.

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