Morrison Educational Series
Welcome to our very special presentations by the 'Morrison Educational Series' team. We at Morrison are committed to drilling down into topics with a focus on education and offering this education, at no charge, to the general public. As always...we encourage you to bring friends to these events.
Look for the next Morrison Educational Series topic in your email.
We'll see you soon!
Morrison Educational Series
Social Security Updates and Strategies with Tom Clark
Year-End Tax Planning
Morrison Educational Series Cocktail Party
Prevent Inheritance Disasters
We had an amazing turnout last night at the Morrison Educational Series Event, where we discussed essential strategies for preparing beneficiaries and ensuring a smooth wealth transition.
From trust setups to avoiding common inheritance pitfalls, our guests gained valuable insights on protecting their legacy.
Thursday, September 12, 2024
6:30-7:30pm
At the Robert & Lee Duvall Center
948 Highland Village Rd
Highland Village, TX 75
Live and Via Zoom
RSVP 972-966-3110 or bmccraney@cfiemail.com
"Women, Be Prepared for Life's Twists and Turns"
Wednesday, March 27th
6:30pm -- 7:30pm
The Robert and Lee DuVall Center
948 Highland Village Road
Highland Village, TX 75077
"Social Security with Tom Clark"
Saturday March 16th
9:30am -- 11:00am
The Robert and Lee DuVall Center
948B Highland Village Road
Highland Village, TX 75077
Tom Clark will again share with us everything there is to know about Social Security, along with the new laws and strategies for 2024. If you've been to the meeting before, COME BACK and bring a friend! Tom will be live and in-person and also on Zoom! You choose whether to dress up and come...or stay in your pj's and watch!
Please RSVP bmccraney@cfiemail.com or 972-966-3110.
Click here for more of Tom's bio: https://publuu.com/flip-book/424154/958902
"Pay Less Taxes in 2024"
Tuesday January 23rd with Frank Sikich
Highland Village Community Center
Estate Planning Event
Tuesday August 22, 2023 with Drew Christman, Attorney
Highland Village Community Center
We had a wonderful turnout and learned so much about how important and valuable Estate Planning is for you and your family! Thanks to everyone who attended!
Social Security & Medicare Event
Learn More About Social Security & Medicare with Tom Clark.
- Changes to Social Security & Medicare
- Ideas for utilizing to your advantage
- Answers to your specific questions
Tom Clark has worked for the Social Security Administration for 33 years and is a highly knowledgeable expert in the field.
Invite your friends and family and enjoy our one-hour Zoom presentation.
You will have an opportunity to ask the expert your questions at the end.
Tuesday, October 24, 2023 @ 6:30 pm
You must RSVP to bmccraney@cfiemail.com or call 972-966-3110 in order to attend. A Zoom link will be sent to you.
Don't Get Scammed!
Cyber Security Protection and Detection
A presentation from Robert Castaneda, SVP and Chief Information Officer, Centaurus Financial, Inc.
/files/103963/CFI%20Morrison%202022%20%2D%20Castaneda.pptx
The World of Annuities...Revealed
An informative discussion on the pros and cons of the different types of Annuities.
Click on the link to hear the conversation: https://www.dropbox.com/s/rwzsg6bd80wz7ns/Annuities%20Exposed.mp4?dl=0
Long Term Care
Learn what to look for when considering Long Term Care needs.
Click on the link to hear the conversation:
https://www.dropbox.com/s/8j9qfwgo31y1z43/LTC%20Zoom%20Meeting.mp4?dl=0
Coming Soon:
Stay Tuned for our next Morrison Educational Series Presentation...