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.

Upcoming Events, Workshops, & Classes

  • Tue
    21
    May
    2019

    Taxes in Retirement

    6:30 pmThompson Conference Center at UT Austin, 2405 Robert Dedman Dr, Austin, TX 78712

    With new tax brackets, there are new deductions and opportunities. Unfortunately, for many people, these laws will also be the cause of new headaches. Did you know that if you save on taxes while contributing at least $155k to your 401(k) during your working years, it will cause taxation on more than $1,000,000! Avoid problems like this and learn where to look to find great opportunities with the new tax code in this course.

    Some of the topics covered include finding out whether you can still deduct your mortgage, how the child care tax credit works, exploring estate tax deductions, studying changes to personal exemptions in the new tax code and looking at the impact the new fiscal policy has on ROTH conversion strategies.

  • Tue
    09
    Jul
    2019

    IRA’s & 401(K)s: Eliminating Mistakes

    6:30 pmThompson Conference Center at UT Austin, 2405 Robert Dedman Dr, Austin, TX 78712

    The U.S. tax law has created a variety of qualified retirement accounts….and a variety of ways to make mistakes utilizing those accounts!  This course identifies the fees, problems, and shortfalls of 401(k)s and 403(b)s.  We will discuss the tax ramifications and penalties of withdrawals, conversions, and RMDs.  There will be an introduction to Morningstar (the investment research firm) to show you how to get detailed information about your funds.

  • Tue
    06
    Aug
    2019

    Retire Me Right

    6:30 pmThompson Conference Center at UT Austin, 2405 Robert Dedman Dr, Austin, TX 78712

    When you attend one of our Retire Me Right courses, we’ll address your biggest concerns in retirement and teach you the critical and essential basics for a life-long successful retirement. Our courses are taught nationwide by an unbiased Fiduciary licensed instructor. The course is designed for those 50 years or older and will allow you to master your own finances by learning cost saving methods and smart retirement strategies.

    Learn the following:

    • Never run out of money in retirement
    • Increase your monthly income
    • Get rid of the high fees, loads and charges in your investments
    • How to protect your retirement from the next big market collapse
    • How to cut your taxes
    • How to maximize your returns
    • When to take Social Security and how to maximize income
    • How to protect yourself from nursing home without buying expensive insurance
    • plus more

  • Wed
    28
    Aug
    2019

    Evidence-Based Investing (EBI)

    6:30 pmThompson Conference Center at UT Austin, 2405 Robert Dedman Dr, Austin, TX 78712

    There is substantial evidence about how difficult it is to pick & trade stocks, while breaking-even or exceeding the overall performance of the market. One of the best tools for improving investment practices is Evidence-Based Investing (EBI). EBI involves the judicious use of current best evidence and applies it towards each investor’s specific needs. This challenges financial strategies on portfolios, in order to formulate optimal investing solutions. The goal of EBI is to maximize your after-tax returns, while minimizing risk and protecting portfolios from market downturns.

    Evidence-Based Investing provides a fixed set of empirical and logical principles that make it possible to better judge the wisdom of investment advice. EBI also enhances the investor-adviser relationship by revisiting individual goals and personal situations, thereby increasing the likelihood of optimal gains in the future. EBI offers a way to answer investment questions in a systematic, analytical, and scientific manner and has fantastic benefits for investors.

    Learn how to utilize EBI for optimal investing practices during Scott's class:

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.

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