Events

📣 Succession Planning Dinner Seminar – Sept 18 at Ruth’s Chris, Houston

JOIN US FOR A COMPLIMENTARY PRESENTATION DISCOVER THE UNIQUE PERSPECTIVES THAT BUYERS AND SELLERS EACH HAVE IN THE SALE OF A FINANCIAL SERVICES PRACTICE HOW TO PREPARE FOR A SUCCESSFUL TRANSACTION

Blends & Trends (Wine Tasting)

How is a great wine the same as a well diversified portfolio? What are New World vs Old World wines? Which wine should you order with Dinner?

Discover the Power of Direct Indexing

Please join Russell Investments Regional Director Roman Samuels as he shares his knowledge and perspective on Direct Indexing. In this session, we will share insights on how direct indexing empowers investors with a customized portfolio to meet unique needs, wants and goals.

Webinar: Q2- Market Update w/ WestEnd Advisors + Key Birthdays

SOCIAL SECURITY, MEDICARE, & TAX PLANNING: What Baby Boomers Need To Know About Retirement Income

As you approach retirement, it’s more important than ever to understand the role Social Security and Medicare benefits play in your overall retirement income. Poor choices through misunderstanding or ignorance of the rules can result in people paying more taxes, surcharges, and penalties than necessary. As a result, they may see their savings drop faster.

SOCIAL SECURITY, MEDICARE, & TAX PLANNING: What Baby Boomers Need To Know About Retirement Income

As you approach retirement, it’s more important than ever to understand the role Social Security and Medicare benefits play in your overall retirement income. Poor choices through misunderstanding or ignorance of the rules can result in people paying more taxes, surcharges, and penalties than necessary. As a result, they may see their savings drop faster.

Blends & Trends (Wine Tasting)

How is a great wine the same as a well diversified portfolio? What are New World vs Old World wines? Which wine should you order with Dinner?

Hosted Flight Club Darts, CE, Food And Beverage

1 Hour of CFP General Credit, IWI, 1 Hours of State Insurance CE Credit, 1 credit hour of Texas Insurance, CFP, CLU/ChFC, CPA, IWI, CIMA , CPWA, followed by Darts with hosted drinks and light appetizers.

Webinar: Q1- Market Update + Key Financial Data 2025

How to diversify your portfolio by investing in global real estate

Hosted Flight Club Darts, SUPER CE, Food And Beverage

5 Hours of CFP General Credit, IWI (3 General/2 Ethics), 5 Hours of State Insurance CE Credit, 1 credit hour of Texas Insurance, CFP, CLU/ChFC, CPA, IWI, CIMA , CPWA, followed by Darts with hosted drinks and light appetizers.

Webinar: Market Update with Cetera Investors & Kensington Asset Management

Webinar: Modern Long Term Care: Preparing for What's Ahead

You’re invited to a webinar on the Modern Long-Term Care: Preparing for What's Ahead. Will you be one of the 70% of Americans over age 65 who will need some type of care in the future? Do you have a plan in place for in the event you do need care? Do you know how LTC policies have changed over the years?

ELECTION YEAR INVESTING

Election Year Investing

Managing Health Care Expenses In Retirement - Friendswood/Pearland

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

Managing Health Care Expenses In Retirement - The Woodlands

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

Webinar: Market Update with Cetera Investors & WestEnd Advisors

Hosted Puttery, CE, Food And Beverage

1 credit hour of Texas Insurance, CFP, CLU/ChFC, CPA, IWI, CIMA , CPWA, followed by Putt Putt Golf at Puttery with hosted drinks and light appetizers.

How Tax Planning Changes Through Four Stages of Retirement -Cypress

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

Managing Health Care Expenses In Retirement - Cypress

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

How Tax Planning Changes Through Four Stages of Retirement -Galleria

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

Managing Health Care Expenses In Retirement - Galleria

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

Webinar: 2023 Q2 Outlook- "Preparing to Land"

2023 Q1 review, Q2 outlook and private credit as alternative asset class.

How Tax Planning Changes Through Four Stages of Retirement

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

Managing Health Care Expenses In Retirement - Friendswood

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

Market Update and Wine Tasting

AdviceWorks Tutorial Webinar

Please join us for a quick market update from Cetera Investment Management’s Brian Klimke, CFA, and a tutorial on the AdviceWorks Client Portal. You will learn how to utilize the system and it’s different features to make your client experience as valuable as possible.

How Tax Planning Changes Through Four Stages of Retirement

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

Managing Health Care Expenses In Retirement

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

SAVVY SOCIAL SECURITY FOR WOMEN (WEBINAR)

At this workshop you will learn: • How much Social Security you stand to receive over your lifetime • How the decisions you make in your 60s can determine the amount of income you’ll have in your 80s • How to take advantage of spousal benefits, survivor benefits, divorcedspouse benefits, and even divorced-spouse survivor benefits • How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse • Why you should consider your husband’s life expectancy when deciding when to claim your own retirement benefit • What to do if your husband or ex-husband dies • What to do if your marital status changes • How to plan for the extra-long life RSVP Today!

SAVVY SOCIAL SECURITY FOR WOMEN

At this workshop you will learn: • How much Social Security you stand to receive over your lifetime • How the decisions you make in your 60s can determine the amount of income you’ll have in your 80s • How to take advantage of spousal benefits, survivor benefits, divorcedspouse benefits, and even divorced-spouse survivor benefits • How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse • Why you should consider your husband’s life expectancy when deciding when to claim your own retirement benefit • What to do if your husband or ex-husband dies • What to do if your marital status changes • How to plan for the extra-long life RSVP Today!

SAVVY SOCIAL SECURITY FOR WOMEN

At this workshop you will learn: • How much Social Security you stand to receive over your lifetime • How the decisions you make in your 60s can determine the amount of income you’ll have in your 80s • How to take advantage of spousal benefits, survivor benefits, divorcedspouse benefits, and even divorced-spouse survivor benefits • How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse • Why you should consider your husband’s life expectancy when deciding when to claim your own retirement benefit • What to do if your husband or ex-husband dies • What to do if your marital status changes • How to plan for the extra-long life RSVP Today!

How to diversify your portfolio by investing in global real estate

How Tax Planning Changes Through Four Stages of Retirement (The Woodlands)

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

How Tax Planning Changes Through Four Stages of Retirement (Heights)

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

Managing Health Care Expenses In Retirement (The Woodlands)

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

Managing Health Care Expenses In Retirement (Heights)

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

How Tax Planning Changes Through Four Stages of Retirement

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

How Tax Planning Changes Through Four Stages of Retirement

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

Savvy IRA Planning (In-Person)

Join Us for a Educational Workshop on Savvy IRA Planning: Tax Strategies to help you get more out of your IRA Hosted By: Cetera Investors- Houston Team Guest Speaker: Ryan N. Elder, Accredited Investment Fiduciary, CLTC, NSSA

Savvy IRA Planning(Webinar)

Join Us for a Educational Workshop on Savvy IRA Planning: Tax Strategies to help you get more out of your IRA Hosted By: Cetera Investors- Houston Team Guest Speaker: Ryan N. Elder, Accredited Investment Fiduciary®, CLTC®, NSSA®

How Tax Planning Changes Through Four Stages of Retirement (In-Person)

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

How Tax Planning Changes Through Four Stages of Retirement (Webinar)

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

Savvy IRA Planning (In-Person)

Join Us for a Educational Workshop on Savvy IRA Planning: Tax Strategies to help you get more out of your IRA Hosted By: Cetera Investors- Houston Team Guest Speaker: Ryan N. Elder, Accredited Investment Fiduciary, CLTC, NSSA

Savvy IRA Planning (Webinar)

Join Us for a Educational Workshop on Savvy IRA Planning: Tax Strategies to help you get more out of your IRA Hosted By: Cetera Investors- Houston Team Guest Speaker: Ryan N. Elder, Accredited Investment Fiduciary®, CLTC®, NSSA®

Managing Health Care Expenses In Retirement

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

Managing Health Care Expenses In Retirement

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

Managing Health Care Expenses In Retirement

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

Managing Health Care Expenses In Retirement

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them.

Savvy IRA Planning

Join Us for a Educational Workshop on Savvy IRA Planning: Tax Strategies to help you get more out of your IRA Hosted By: Cetera Investors- Houston Team Guest Speaker: Ryan N. Elder, Accredited Investment Fiduciary, CLTC, NSSA

Savvy IRA Planning

Join Us for a Educational Workshop on Savvy IRA Planning: Tax Strategies to help you get more out of your IRA Hosted By: Cetera Investors- Houston Team Guest Speaker: Ryan N. Elder, Accredited Investment Fiduciary®, CLTC®, NSSA®

Savvy Social Security Planning: What Baby Boomers Need To Know About Retirement Income (copy)

Learn the answers to your questions: * Will Social Security be there for me? *How much can I expect to receive? *When should I apply for Social Security? *How can I maximize my benefits? *Will Social Security be enough to live on in retirement? And more...

Savvy Social Security Planning: What Baby Boomers Need To Know About Retirement Income

Learn the answers to your questions: * Will Social Security be there for me? *How much can I expect to receive? *When should I apply for Social Security? *How can I maximize my benefits? *Will Social Security be enough to live on in retirement? And more...

Savvy Social Security Planning: What Baby Boomers Need To Know About Retirement Income

Learn the answers to your questions: * Will Social Security be there for me? *How much can I expect to receive? *When should I apply for Social Security? *How can I maximize my benefits? *Will Social Security be enough to live on in retirement? And more...

Managing Health Care Expenses In Retirement

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them. We’re committed to helping people prepare for and live in retirement with guidance from financial professionals. As part of this commitment, we are talking about important topics related to financial well-being in retirement, such as the cost of health care. Join your Cetera Investors Houston team for the next workshop in our educational series: Managing Healthcare Costs in Retirement, co-hosted by Nationwide and Kristen Heyburn (Regional VP of Nationwide Financial).

Managing Health Care Expenses In Retirement

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them. We’re committed to helping people prepare for and live in retirement with guidance from financial professionals. As part of this commitment, we are talking about important topics related to financial well-being in retirement, such as the cost of health care. Join your Cetera Investors Houston team for the next workshop in our educational series: Managing Healthcare Costs in Retirement, co-hosted by Nationwide and Kristen Heyburn (Regional VP of Nationwide Financial).

Webinar: Tax-Managed Investing

Please join us for a conversation about Tax-Managed Investing with Roman Samuels, Regional Director of Russell Investments

Savvy Social Security Planning: What Baby Boomers Need To Know About Retirement Income

Learn the answers to your questions: * Will Social Security be there for me? *How much can I expect to receive? *When should I apply for Social Security? *How can I maximize my benefits? *Will Social Security be enough to live on in retirement? And more...

Savvy Social Security Planning: What Baby Boomers Need To Know About Retirement Income

Learn the answers to your questions: * Will Social Security be there for me? *How much can I expect to receive? *When should I apply for Social Security? *How can I maximize my benefits? *Will Social Security be enough to live on in retirement? And more...

Savvy Social Security Planning: What Baby Boomers Need To Know About Retirement Income

Learn the answers to your questions: * Will Social Security be there for me? *How much can I expect to receive? *When should I apply for Social Security? *How can I maximize my benefits? *Will Social Security be enough to live on in retirement? And more...

Psychology Of Investing- Keeping calm amid market turbulence with BlackRock

Join the Cetera Investors Houston Team with guest speaker Mark Peterson, Director, Advisor Insights at BlackRock for a talk on the Psychology of Investing and Keeping calm amid market turbulence.

Nationwide Presents: Managing Health Care Costs In Retirement

Health care costs are one of the largest expenses in retirement. Many people do not understand the risks these costs pose to their retirement plan, so they are not preparing for them. We’re committed to helping people prepare for and live in retirement with guidance from financial professionals. As part of this commitment, we are talking about important topics related to financial well-being in retirement, such as the cost of health care. Join your Cetera Investors Houston team for the next workshop in our educational series: Managing Healthcare Costs in Retirement, co-hosted by Nationwide and Kristen Heyburn (Regional VP of Nationwide Financial).

Savvy Social Security Planning: What Baby Boomers Need To Know About Retirement Income

Learn the answers to your questions: * Will Social Security be there for me? *How much can I expect to receive? *When should I apply for Social Security? *How can I maximize my benefits? *Will Social Security be enough to live on in retirement? And more...

Your Wealth Deserves a Strategy: ATS- Advanced Time Segmentation

Advanced Time Segmentation® is a strategy that matches unique retirement income needs with time-segmented investments. This approach segments retirement assets into certain categories. The categories are based ON the period of time in retirement when the assets are expected to generate income

Savvy Social Security Planning: What Baby Boomers Need To Know About Retirement Income

Learn the answers to your questions: * Will Social Security be there for me? *How much can I expect to receive? *When should I apply for Social Security? *How can I maximize my benefits? *Will Social Security be enough to live on in retirement? And more...

Webinar: Election Correction? Join Cetera Investors & Northern Trust.

Prior elections and national votes have shown the unreliable polling data (Brexit,2016 U.S. election). How a complete change in leadership may effect markets?

Webinar: Tax-Managed Investing in Volatile Times

Please join us for a conversation about Tax-Managed Investing with Wayne W. Wagner, CIMA ®, MBA, Regional Director of Russell Investments with Roman J. Samuels, CFIP®, Associate Regional Director of Russell Investments, plus Barton T. Liro, CIMA®, Investment Director of Cetera Investment Management.