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How to Enjoy a Successful Retirement in Both Good and Bad Markets


10225 Research Blvd #4000
Austin, TX 78759 United States



July 11


6:30 pm - 8:30 pm


You and a guest are cordially invited to attend a COMPLIMENTARY, NO-OBLIGATION DINNER before an open forum discussion about the potential challenges ahead that pre-retirees and retirees could face. Making wise decisions about your retirement can be overwhelming and down right confusing. Mike Reese has the ability to explain it all in terms that you can understand. Mike Reese and Elizabeth James have always believed that people work hard throughout their lives and deserve to retire in peace, without financial worry and strife. With all that is going on in the economy today, planning for tomorrow is becoming more and more difficult. Uncertain markets, uncertainties about tax consequences, and how to get the most out of Social Security benefits are only a few of several factors that have retirees on edge and looking for answers. Mike Reese and Elizabeth James specialize in retirement strategies designed to help you gain control of your destiny and live the life you want to live in retirement. They will cover topics in depth and answer your burning questions.


  • Previously lost money in market downturns? Concerned about history repeating itself?
  • Learn how 401(k) and IRA Assets can be passed on to future generations, and how to lower your taxes.
  • Retirement Income – Will you have enough? Learn strategies to generate guaranteed retirement income for life.
  • Tax-Free Investing: The “do’s and don’ts” of Roth conversions.

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