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EVENTS

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September 1, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

EG Steakhouse

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Taxes in Retirement Workshop

Plano

September 2, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

EG Steakhouse

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Taxes in Retirement Workshop

Plano

September 14, 2026 at 11:00:00 AM

Taxes in Retirement Workshop

Roanoke Library

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Taxes in Retirement Workshop

Roanoke

September 14, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

Fort Worth Botanical Gardens

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Taxes in Retirement Workshop

Fort Worth

September 15, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

Fogo De Chao

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Taxes in Retirement Workshop

Plano

September 16, 2026 at 11:00:00 AM

Taxes in Retirement Workshop

Roanoke Library

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Taxes in Retirement Workshop

Roanoke

September 16, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

Fort Worth Botanical Gardens

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Taxes in Retirement Workshop

Fort Worth

September 17, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

Fogo De Chao

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Taxes in Retirement Workshop

Plano

September 22, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

Renner Frankford Library

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Taxes in Retirement Workshop

Plano

September 22, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

Pappadeaux

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Taxes in Retirement Workshop

Grapevine

September 23, 2026 at 11:00:00 AM

Taxes in Retirement Workshop

Renner Frankford Library

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Taxes in Retirement Workshop

Plano

September 24, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

Pappadeaux

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Taxes in Retirement Workshop

Grapevine

September 29, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

Pappadeaux

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Taxes in Retirement Workshop

Grapevine

September 30, 2026 at 6:30:00 PM

Taxes in Retirement Workshop

Pappadeaux

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Taxes in Retirement Workshop

Fort Worth

October 10, 2026 at 9:00:00 AM

THRIVE In Retirement

The Westin Las Colinas

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THRIVE In Retirement

Las Colinas

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SOUTHLAKE

3120 Sabre Drive
Suite 140
Southlake, TX 76092

PLANO

FORT WORTH

6275 W. Plano Parkway
Suite 500
Plano, TX 75093

(near Costco on the Tollway)

640 Taylor Street
Suite 1200
Fort Worth, TX 76102

McKINNEY

​7300 State Highway 121, Suite 300

McKinney, TX 75070

CONTACT

info@retiresimply.com
817-328-6152
Monday-Friday
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© 2035 RETIRESIMPLY®

"Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

"Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

 

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083."

 

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083."

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