Free Retirement Webinar

Learn ways to protect your retirement 
savings with this FREE Webinar

If you own an IRA, 401K or 403B, this is for you!

Watch this free retirement webinar 
from the safety and comfort of your own home.


This event will answer your most pressing questions about how to optimize your retirement plan!


Thurs, August 6  at 10:00 am & 6:30 pm
  Or  
Tues, August 11  at 2:00 pm & 6:30 pm

  • Are there ways to reduce the taxes I owe on my 401K, IRA or other retirement investments?
  • Learn some things that retirees who are close to age 70 MUST KNOW about RMDs that may help minimize taxes. 
REGISTER NOW!
  • It seems like tax laws change frequently - what do I need to know about taxes TODAY?
RESERVE YOUR SEAT
  • What should I know immediately before and after I have to take RMDs? Also, what even IS an RMD? 

Due to the recent risk of the Coronavirus pandemic, we're inviting you to attend a free webinar, from the safety and comfort of your own home. If you own an IRA, 401K or 403B please join us!

  • Learn what everyone who is close to age 70 MUST KNOW about RMDs to try to help to minimize taxes.
REGISTER NOW!

We'll talk about:

The president of Total Benefit Services, Mike Morgan has been helping clients in the greater Fort Worth area work toward their retirement dreams through well-thought-out strategies for retirement income since 1983.

Mike assists people from all walks of life and all income and wealth levels to achieve what we all want — a more financially successful retirement and the accurate information, planning and tools we all need to build a strategy to achieve that goal.

Mike holds FINRA Series 7, general securities representative and Series 65 investment adviser representative registrations and is insurance licensed in Texas, New Mexico and Louisiana.  In addition, he has earned the Chartered Financial Consultant designation.  He also holds a Bachelor of Business Administration degree from Texas Tech University.

A proud member of the Fort Worth Chamber of Commerce with an A+ rating, Mike lives in North Richland Hills, Texas.  In his free time, Mike enjoys hunting, fishing, dancing and spending time with his grandchildren.

MEET YOUR HOST:  

Register today!

After you sign up, you will receive a confirmation email with instructions to view the webinar.

Contact Information:
Total Benefit Services, Inc
(806) 790-5071
mmorgan@tbsretirementplanning.net
860 W Airport Fwy, Ste 210
Hurst, TX  76054


Powered by:

Serving his community as a financial services professional for the past 13 years, Bob is a Certified Financial Planner® and a Retirement Income Certified Professional®.

In addition, Bob also holds the Series 7, 6, 66 and 63 Securities Licenses and Washington State License for Life, Health and Long Term Care insurance. Bob enjoys developing comprehensive and holistic financial plans for his clients, placing particular emphasis on tax planning and legacy planning, when appropriate.

Living in Gig Harbor since 1992, Bob is active in his community, volunteering with Young Life and his Church. He enjoys boating, woodworking, auto repair and photography. Most of all he loves to spend time with his wife of 38 years, children, and grandchildren.

MEET YOUR HOSTS: Bob Harkson


Phase 2 Wealth Advisors

Phase 2 Advisors Have Been Featured In:

Phase 2 Advisors Have Been Featured In:

Phase 2 Advisors Have Been Featured In:

Michael Morgan of Total Benefit Services, Inc.

REGISTER NOW!
R3 Retirement Educators   www.r3retirementeducators.com l Privacy Policy & Terms of Use  
This is not a part of the Facebook website and is not endorsed by Facebook Inc.  Use of this meeting space does not constitute endorsement of program/meeting or its content by venue's ownership. 
*Not approved by or affiliated with the Social Security Administration or any other Federal or state governmental agency.Securities and Insurance products may be discussed. 

Securities sold through CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC; advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. Total Benefit Services, Inc. and CoreCap are separate and unaffiliated entities.

Advisor Information