Workshops & Classes
Variety of Courses
Ascend works through local colleges to provide a complimentary courses geared at helping you develop a full-scale retirement strategy. These might include topics on Trusts, Pre-Retirement Planning, and Active Retirement Strategies. We also offer a personal lab to take a deeper dive into addressing your specific goals.
A Few of the Topics Include
Income Planning
- Recent changes in Social Security and how to plan properly.
- How to properly plan for Medicare and Long Term Care without it affecting your income.
- How to maximize your pension and options to establish a privately funded pension.
Financial Concerns
- How to manage uncertain markets.
- How to protect your profits from volatility.
- Preparing for inflation and taxes.
- How to avoid running out of money.
- Understanding differences between advisors.
The Unexpected
- How to determine your worst case scenarios.
- Planning for the fact we’re living longer.
- Planning for survivorship through wills and trusts.
- Health care planning.
- Options at death.
Full Service Strategies
Our classes and workshops are offered through local Dallas-area colleges and libraries. We also offer online webinars for those not able to attend a live event. All follow-up services are provided by Ascend Financial Group.