Join the Retirement Education Center as they provide free classes about the retirement planning process and addresses common concerns facing retirees and seniors. The classes will provides an opportunity to receive a first or second opinion on a variety of retirement questions and concerns, from how to maximize Social Security to reducing taxes on retirement income.
By leveraging expertise of strategic partners, such as estate attorneys, accountants, certified financial planners and others, the center can provide clients with fully formed retirement plans. That way, clients know when, where and how to manage income from their retirement savings.
About the Presenter:
Carson J. Graves CFP® is the President & CEO of the Retirement Education Center. He graduated Cum Laude in finance from Texas Christian University in 2001 and has served as a Fiduciary Financial Service Professional for over 24 years.
He has chosen to specialize in working with pre and post retirees age 55+ because of their unique planning needs—helping to balance their sometimes-complex financial picture. Through extensive training, Carson has learned the particulars of the various benefit programs and helps clients and their families to make the most of those benefits, both while working and in retirement.
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