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Annual Investment & Retirement Workshop


I wanted to make sure you know about our second annual retirement/investing workshop being held January 25, 2020 at 10:00 AM. 2020 is going to be an unpredictable year at best. Between a potential military conflict with Iran, Presidential Elections, ongoing trade war with China, there couldn't be a better opportunity to learn how to protect your retirement dollars. Considering the state of the world right now and the high levels of uncertainty -this is a can't miss opportunity. I will be discussing the following topics:

  • Protecting for Investment uncertainty and your retirement 401 (K) plan

  • A forecast for the year 2020 and a new decade which should be full of surprises

  • What investors don't know about risk in their 401 (K) plan 

  • The 5 keys to retirement success 

  • How social security integrates into retirement


As a bonus Bob will be rolling out a new resource for Prudent Money that will help you determine the risk level of the stock market and your 401 K plan. In a 60 minute presentation, Bob will discuss what he is seeing and give you practical solutions to reduce risk and protect your 401 (K) plans. He is also going to do this in an easy to understand manner and give you solutions and the simple truth that anyone can implement. There is no charge to attend the workshop. However, spots are limited.

The workshop is taking place at the Abilene Christian University Online Campus in Addison Texas. You can sign up at this LINK. We look forward to seeing you and helping 2020 be a prosperous and safe for your money!