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
    20
    Nov
    2018

    Pie Day!

    Our exclusive client event where clients get free pie! Remember to ask us for one and you can pick it up on November 20th.

  • Wed
    21
    Nov
    2018

    Holiday Half-Day

    Our office will be closed at noon on 11/21 in observance of Thanksgiving

  • Thu
    22
    Nov
    2018
    Fri
    23
    Nov
    2018

    Office Closed for Thanksgiving

    Our office will be closed 11/22 & 11/23 in observance of Thanksgiving

  • Wed
    28
    Nov
    2018

    The New Tax & Financial Rules Have Changed

    6:30 pmNorthwest Recreation Center, 2913 Northland Drive, Austin, TX 78757

    We’ll address your biggest retirement concerns and teach you the critical and essential basics for a life-long successful retirement. This 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:

    • Size up your financial situation
    • Choose a distribution method
    • Develop an investment strategy
    • Prepare for the unexpected
    • Figure out your net cash flow and net worth!

  • Wed
    05
    Dec
    2018

    Evidence-Based Retirement

    6:30 pmUniversity of Texas Thompson Conference Center, 2405 Robert Dedman Drive Austin, TX 78713 United States


    Science has produced many tremendous advances from lifesaving medical treatments to instantaneous communication. Historically, though, science has had little influence on investing. Instead of keeping pace with advancements in Modern Portfolio Theory and statistical evidence, investors often rely on conventional wisdom and flawed assumptions. This course provides a framework to provide you with optimal investing outcomes based on compelling scientific evidence.

  • Tue
    25
    Dec
    2018

    Office Closed for Christmas

    Our office will be closed in observance of Christmas

  • Fri
    28
    Dec
    2018

    Holiday Half-Day

    Our office will be closed at noon on 12/28 in observance of New Years Eve

  • Tue
    01
    Jan
    2019

    Office Closed for New Years

    Our office will be closed in observance of New Years

  • Fri
    04
    Jan
    2019

    Holiday Half-Day

    Our office will be closed at noon on 01/04 in observance of New Years

  • Wed
    09
    Jan
    2019

    Tax Planning with New Laws

    6:30 pmUniversity of Texas Thompson Conference Center, 2405 Robert Dedman Drive Austin, TX 78713 United States


    With new tax brackets, there are new deductions and opportunities. Unfortunately, for many these laws will also be the cause of new headaches.

    KEY CONCEPT: 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!
    However, the new tax code will lead to new opportunities if you know where to look!

    Objectives For this Course:

    • Child Care Tax Credit
    • Estate Tax Deduction
    • Mortgage Deductions - Can I still deduct my mortgage?
    • Changes to Personal Exemptions in the new Tax Code
    • Effects of new fiscal policy on ROTH conversion strategies

    Tickets are not yet available for this course.
    Check back soon, or join our mailing list to receive updates.

  • Wed
    30
    Jan
    2019

    Retire Me Right

    6:30 pmUniversity of Texas Thompson Conference Center, 2405 Robert Dedman Drive Austin, TX 78713 United States

    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

  • Tue
    19
    Feb
    2019

    Evidence-Based Investing

    6:30 pmUniversity of Texas Thompson Conference Center, 2405 Robert Dedman Drive Austin, TX 78713 United States

    There is substantial evidence about how difficult it is to pick individual stocks, trade them, and still fare well or exceed overall market performance. Evidence-Based Investing (EBI) involves the judicious use of current best evidence and applies the available evidence to each investor’s specific needs and challenges to formulate optimal investing solutions.

    The goal of EBI is to maximize after-tax returns for the individual investor while minimizing risk and protecting portfolios from market downturns.

    The first purpose of EBI is to provide a clarifying template that, laid across the spectrum of topics confronting today’s investor, provides a fixed set of empirical and logical principles that make it possible to better judge the wisdom of investment advice. The second purpose of EBI is to enhance the investor/adviser relationship by revisiting the individual’s goals and personal situation, thus 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 the implications are simply enormous.

    In this course, Scott will teach you the basics of Evidence-Based Investing. EBI uses the following steps:

    1. Eliminate Meaningless Questions
    2. Ask Meaningful Questions
    3. Apply the Evidence
    4. Monitor for Effectiveness

    Tickets are not yet available for this course.
    Check back soon, or join our mailing list to receive updates.

  • Wed
    17
    Apr
    2019

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

    6:30 pmUniversity of Texas Thompson Conference Center, 2405 Robert Dedman Drive Austin, TX 78713 United States

    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.

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.