Previous Events

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Six Questions You Should Answer Before You Retire

When: Thursday, July 11th 2024
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-1111
financial advisor team consulting with client

9 Of The Most Common Retirement Mistakes

When: Thursday, April 11, 2024
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-1111
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Taking Advantage of Your Empoyers Retirement Plan

When: Thursday, March 21, 2024
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-1111
Introduction Content Image

Smart Strategies for Claiming Social Security Benefits

When: Thursday, February 29th
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-111
FA consulting with clients

Retirement Planning Beyond The Basics

When: Thursday, February 8th
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-111
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2024 Outlook "A Pivotal Year For The Economy and Markets"

When: Wednesday, January 17th at 11:00am
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-111
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9 Most Common Retirement Mistakes

When: Thursday, September 14, 2023
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-1111
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State of the Markets Monthly Roundtable

When: Wednesday, August 9, 2023
Time: 3:15 p.m. central
Where: Dial In:  877-601-6604
Host: Wells Fargo Advisors
Passcode:  71-306-44
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A Clear View to Retirement: The Confidence of a Well-Planned Life

When: Tuesday, August 8, 2023
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-1111
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Couple on Beach
Financial Advisor meeting with clients
FA consulting with clients
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Financial Advisor showing client information on a tablet
financial advisor team consulting with client
Financial Advisor showing client information on a tablet
MDT Financial Advisors, LLC

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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