Linkedin-in Facebook-f Instagram Twitter Podcast
Ready to Get Started?
Educational Classes
Ready to Get Started?
Educational Classes

Events

Yearly Monthly Weekly Daily List
October 2023
Workshop

Taxes in Retirement Workshop

Discover how to pay the minimum on your taxes in retirement. Learn how a single piece of legislation changed 401(K)s and IRAs and what it could mean for retirement.  Find out who the ‘winners and losers’ are with tax reform.  Learn which steps to take to help make sure Uncle Sam gets as little as possible.  Discover why 401(k)s, IRAs, and 403(b)s could […] ...
23 Oct
6:00 pm - 7:30 pm
McLennan Community College
1400 College Drive Waco, TX 76708
View Detail
SS_Blueprint_Logo_White

Social Security Blueprint Workshop

Learn ways to protect yourself from Social Security mistakes that could COST YOU THOUSANDS.  Understand Why Social Security Is The First Step To Creating An Income Plan.  Learn what you MUST KNOW about Social Security before making a claiming decision.  Learn the creative timing strategies that could massively help married couples.  Become aware of the dangers of following “general” Social Security advice.  Learn […] ...
30 Oct
6:00 pm - 7:30 pm
McLennan Community College
1400 College Drive Waco, TX 76708
View Detail
November 2023
Retire-Wiser

Retire Wiser Workshop – Part 1

Two-Night Course || Class 1 is 11/20 & Class 2 is 11/27 || Are you hoping to retire soon, or have you recently retired? Together, Chad Castle and Jessica Burch explore five common failures that may help prevent you from running out of money in retirement. ...
20 Nov
6:00 pm - 8:30 pm
McLennan Community College
1400 College Drive Waco, TX 76708
View Detail
Retire-Wiser

Retire Wiser Workshop – Part 2

Two-Night Course || Class 1 is 11/20 & Class 2 is 11/27 || Are you hoping to retire soon, or have you recently retired? Together, Chad Castle and Jessica Burch explore five common failures that may help prevent you from running out of money in retirement. ...
27 Nov
6:00 pm - 8:30 pm
McLennan Community College
1400 College Drive Waco, TX 76708
View Detail
January 2024
Workshop

Taxes in Retirement Workshop

Discover how to pay the minimum on your taxes in retirement. Learn how a single piece of legislation changed 401(K)s and IRAs and what it could mean for retirement.  Find out who the 'winners and losers' are with tax reform.  Learn which steps to take to help make sure Uncle Sam gets as little as possible. ...
23 Jan
6:00 pm - 7:30 pm
McLennan Community College
1400 College Drive Waco, TX 76708
View Detail
No event found!

Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.

Linkedin-in Facebook-f Instagram Twitter Podcast
Winnow-Wealth-Logo-White
© 2021-2023 Winnow Wealth, LLC

Website by Digital Media Butterfly | Disclosures | Privacy Policy | Disclaimer | Terms of Use