Description
Retirement Income and Tax Strategies will be presented by Jay Ennis, ChFC, RICP, TPCP, ChFEBC. The focus is on what you need to know to avoid pitfalls and mistakes.
Special guest speakers, Tom & Dan Mueller, will be covering Medicare basics and important information you need to know about recent changes in the Medicare market.
Russ Tessman will talk about the importance of wills, trusts, medical and financial powers of attorney and other important estate planning instruments updated and in place.
Date and Time
Fri, Sep 04, 2026
1:01p - 2:01p CST
Location
Focus Financial - Jay Ennis at the Grand Terrace building
Note
Directly across from the Governor's Mansion on Grand Avenue with ample parking next to the building to the west. Enter the building at the main entrance facing Grand Ave. Someone will greet you at the door. The meeting room is located down the long hallway to the left of the lobby toward the glass doors.