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Retirement Basics Workshop

Mon, Apr 20

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Visionaries Financial ATX

Join us for a morning workshop designed to teach effective retirement and saving strategies.

Retirement Basics Workshop
Retirement Basics Workshop

Time & Location

Apr 20, 2026, 10:00 AM – 11:00 PM CDT

Visionaries Financial ATX, 5716 W US-290, Suite 208 Austin, TX 78735, USA

About the event

Your retirement years should reflect the life you’ve worked hard to build, not uncertainty or guesswork.

Join us for a 1hr educational workshop where we will walk through foundational retirement planning concepts, including income distribution strategies, social security considerations, and common financial blind spots many families overlook. During the session, we will also explore how eligibility and qualification factors may impact what retirement benefits, or planning opportunities may apply to you individually. Our goal is to provide a clear practical path so you can take ownership of your finances with greater clarity and confidence.

Enjoy light snacks, refreshments, and a great environment.

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