Willis Johnson and Associates hosts several lunch seminars and webinars at various times throughout the year for our clients and prospective clients. Some of the featured topics: Financial Planning, Retirement Planning, Investments, Estate and Income Tax Planning, and Considerations for Setting Up a Consulting Business Post-Retirement. If you are interested in joining us at one of our upcoming events, please use the registration links below or contact Geraldo Olivo at (832) 615-3900.

Retirement Seminar for Corporate Professionals

Wednesday, June 28, 2017
11:30 AM – 12:50 PM CST

Carmelo's Ristorante
14795 Memorial Dr, Houston, TX 77079

Webinar: An In-Depth Look: 401(k)s and Pension Plans

Thursday, July 6, 2017
11:30 AM – 12:00 PM CST

Online

Webinar: What You Need to Know About Employer Stock Purchase Plans, 401(k), Net Unrealized Appreciation, and Tax Saving Strategies

Thursday, July 13, 2017
11:30 AM – 12:00 PM CST

Online
  • Thoughts from Willis | Revamped Website

    We are pleased to announce the launch of our revamped website! We are always looking for ways to improve and give you a better experience by providing the best service. We revamped our website with you in mind. At Willis Johnson & Associates, it’s important to us that we deliver high-quality and personalized service to …

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  • Financial Fact | President Trump Promotes the Weakening of the U.S. Dollar

    Do You Know that President Donald Trump Has Recently Been Promoting the Weakening of the U.S. Dollar?   As we know, President Trump’s emphasis during the campaign has been to bring back U.S. manufacturing jobs, which have left many rural areas that have made up the core of his constituency. One way he has suggested to …

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  • What Nick’s Reading | Who is going to be there for you if your advisor retires?

    Does your financial advisor have a succession plan?   Your financial advisor has most likely done quite a bit of planning for you. It’s one of the big things we do. We plan. Despite the fact that they are in the planning industry, they may not have a plan for themselves. And, that lack of …

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  • Market Update | The Markets (as of market close May 31, 2017)

    May provided a bumpy ride for investors. However, by the end of the month, each of the indexes listed here posted monthly gains with the exception of the Russell 2000, which lost over 2.0%. Technology shares continued to climb as the Nasdaq climbed 2.50% in May over April and has risen over 15% since the …

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  • Thoughts from Willis | Thank You for Making it Possible

      We want to take a moment today to share an exciting and proud moment honoring Willis Johnson & Associates. The Houston Business Journal recognized Willis Johnson & Associates in their prestigious list of 2017’s Top Wealth Management Firms in the Houston area. There are only 25 firms in the entire Houston area that have …

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  • Financial Fact | Do You Have a Non-Qualified Retirement Plan?

    Excess Compensation, Excess Benefit, Benefit Restoration Plans and What You Need to Know   You May Face a Large Tax Consequence If You Do Not Plan Correctly   Many large corporations have Non-Qualified Retirement plans for executives who earn more than the IRS 415 income limitation ($270,000 in 2017). Have you heard of or do …

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  • What Nick’s Reading | State Income Tax May Impact Where You Buy Your Retirement Home

    Depending Upon Where You Decided to Purchase Your Retirement Home, You May be Paying State Income Taxes   As you are deciding where to live in retirement, one of the things to be aware of is the state income tax of where you are considering purchasing your retirement home. Will you move to that state …

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  • Market Update | The Markets (as of market close April 28, 2017)

    Equities continued their positive trend in April, spurred by favorable corporate earnings reports, proposed federal tax cuts, and positive economic signals overseas. The Nasdaq surpassed 6000 for the first time in its history, while the small-cap Russell 2000 reached a record high by the end of April. Each of the benchmark indexes listed here posted monthly gains, led by …

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  • Thoughts from Willis | Building a Customized Investment Plan During Retirement

    Five Investment Characteristics to Consider When Constructing a Retirement Plan   Should You Have a Customized Retirement and Investment Plan?   Back when you were starting out in your career as young professionals, you may have eventually decided that renting was no longer a wise option, so you decided to make an investment in your …

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  • Financial Fact | 3 Rules You Should Know About How an HSA Works

    Pay For Medical Expenses with Tax-Free Money   Don’t worry about losing your HSA funds if you don’t use them this year because the funds in your account will roll over to the following years.   Here are a few tips for using your HSA to reduce taxes…   Did you know that you can …

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