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Educational Classes
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Ready to Get Started?
Educational Classes
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Upcoming Educational Classes

Class registration typically opens a few weeks before class. Check back if registration is not open yet for the class you’d like to take.

October 23, 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 […] ...

6:00 pm - 7:30 pm
1400 College Drive Waco, TX 76708
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Class registration typically opens a few weeks before class. Check back if registration is not open yet for the class you’d like to take.

October 2023
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Course Descriptions

Taxes in Retirement

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.

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Social Security Blueprint

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.

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Retire Wiser

Are you hoping to retire soon or have you recently retired? In this class, we explore five common failures that may help prevent you from running out of money in retirement.

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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.

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