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

  • Wed
    30
    Jan
    2019

    Retire Me Right

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

    Address your biggest retirement concerns in our Retire Me Right class. We will teach you critical strategies for a life-long, successful retirement. Scott is an unbiased fiduciary, so he always prioritizes your personal needs during financial courses and while providing financial advice. This course is designed for those 50 years or older and will allow you to master your own finances through cost saving methods and smart retirement techniques.

    Learn How To:

    • Never run out of money in retirement
    • Increase your monthly income
    • Avoid high fees, loads and charges on your investments
    • Protect your retirement from the next big market collapse
    • Reduce your taxes
    • Maximize your returns
    • Maximize Social Security and personal income
    • Protect yourself from a nursing home spend-down, without buying expensive insurance
    • and much 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 & 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:

  • Wed
    27
    Feb
    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

  • 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.