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Events, Workshops
& Classes


We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

About Our workshops

At Austin First Financial, we hold informational workshops for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our workshops include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

Upcoming Events, Workshops, & Classes

  • Wed
    04
    Dec
    2019
    Thu
    05
    Dec
    2019

    Retirement & Tax Training

    6:30 pmCircle C Community Center 7817 La Crosse Ave. Austin, TX 78739

    AVOID THE TAX MISTAKES THAT COULD COST YOU THOUSANDS!

    Learn the following:

    • -Discover specific taxes you can potentially reduce or possibly eliminate with a tax efficient strategy.
    • -Learn about the window of opportunity IRA & 401K owners have to leverage 2018 Tax Reform for potentially lower retirement taxes!
    • -Discover what 80% of Baby Boomers can do NOW that income taxes are lower.
    • -Discover how sequencing withdrawals from certain retirement accounts may reduce your taxes in retirement.
    • -Understand how lost deductions could cause your retirement taxes to be higher than expected (and how to plan for it).
    • -Learn how new changes to tax laws could affect the taxes you owe on your Social Security income!

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