Retirement Planning University - SMU - July 2026
Retirement Planning University is a 2-night educational course designed to reveal the “Big Picture” of your retirement.
Good to know
Highlights
- In person
- Free parking
Refund Policy
Location
Loyd All-Sports Center
5800 Ownby Drive
Dallas, TX 75205
How do you want to get there?
Agenda
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Night 1 - July 28th
Investment Planning, Estate Planning, Tax Planning, and a Q+A Session. Learn from one of the experienced financial advisors at Strategic Wealth Designers, a financial firm with a fiduciary and decades of experience helping families. They will make it simple and guide you through the basics of planning for your retirement.
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Night 2 - July 29th
Income Planning, Costly Mistakes You Can Avoid, Advisor Secrets, and Putting It All Together. You're going to learn how to avoid the costly mistakes made by non-professionals. Then we'll put it all together. For some, that's where the journey will end. For others eager to put a plan in place, you'll be able to set up a one-on-one strategy session.