Willis Johnson & Associates offers seminars, webinars and events specifically tailored to the complex financial needs of the business professionals we serve, many of whom are executives at Houston’s leading energy companies. In addition, our calendar highlights important dates that have an impact on our clients’ financial wellbeing, including property taxes, income tax deadlines, financial market closures and more. If you have interest in a specific area of financial planning or investing, but don’t see it covered on the calendar, please contact us directly; our advisors may be able to help with a one-on-one discussion.
When planning for retirement, there are a number of options available to you. You’re likely taking advantage of several of those retirement options, from employer-driven pre- and after-tax contribution programs to corporate benefit plans and personal savings.
While contributing to some of retirement plans, like your 401(k), is an easy, set-it-and-forget-it measure, that approach may not be optimal. You could be leaving additional money on the table if you don’t plan proactively.
In this webinar, President & CEO Willis Johnson, CFP, will cover four approaches to ensure you’re making knowledgeable, proactive decisions about your financial future, including garnering maximum efficiency from your employee investment benefits.
Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Insurance products and services are offered or sold through individually licensed and appointed agents in various jurisdictions.