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
    12
    Feb
    2020

    Taxes are on SALE: Limited Time Only!

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

    Do you have tax-deferred accounts like a traditional IRA, 401(k) or 403(b)? If so, you don’t want to miss the opportunity to take advantage of our current tax law.

    Learn the following:

    • -IRAs and 401(k)s come with future tax bills - uncover exactly how much you will owe
    • -Discover ways to reduce or eliminate your future tax obligations
    • -Learn the difference between IRA contributions and conversions
    • -Understand the benefits of a ROTH IRA and when to convert

    Have you ever thought to yourself, “I should have done that 5 years ago?" This is your opportunity to step up to the plate and take advantage of the current tax law that is set to expire in 2025.

  • Wed
    11
    Mar
    2020

    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
    08
    Apr
    2020

    Financial Science Retirement

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

    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 equip you with optimal investing outcomes based on compelling scientific evidence.