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Saturday, September 6th 

the westin in
las colinas, tx

9:00am-3:00pm

check-in starts at 8:00am

100% of proceeds go to
Kerr County Flood Foundation

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Frequently Asked Questions

  • The event takes place at The Westin in Las Colinas, Texas. You'll receive full directions and parking information via text two days before the event .

     

  • Your ticket includes full-day access to all sessions, a retirement planning workbook, tools and resources you can take home, refreshments and snacks throughout the day, and access to the RetireSimply planner team after the event.

  • You’ll learn how to:

    • Reduce taxes in retirement

    • Create reliable retirement income

    • Invest wisely in uncertain markets

    • Navigate Medicare and healthcare

    • Protect and transfer your legacy smoothly

  • Just yourself, and your willingness to learn! We’ll provide the rest, including your workbook and event materials.

  • Yes, seating is limited to keep the event focused and personalized. We recommend reserving your spot early to ensure availability.

  • Yes, and we encourage it! You can purchase a couple’s ticket at a discounted rate. Many attendees bring a spouse, or friend who is also preparing for retirement.

  • This event is ideal for individuals or couples who are retired or within 5–10 years of retirement and want to better understand taxes, income planning, healthcare, investments, and legacy strategies. Whether you're already working with a financial professional or just getting started, this event will equip you with powerful tools for your future

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