woman on beach

Medicare 101: Guest Speaker: Danielle Roberts, Co-Founder of Boomer Benefits & Medicare Expert

When: Tuesday, October 3, 2023
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-111

Previous Events

Desk with phone and laptop

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
stock ticker

State of the Markets Monthly Roundtable

When: Wednesday, September 13, 2023
Time: 3:15 p.m. central
Where: Dial In: 877-601-6604
Host: Wells Fargo Advisors
Passcode: 71-306-44
Fireworks

3rd Quarter Birthday Lunch

When: Wednesday, August 16, 2023
Time: 11:30 am
Where: Red River BBQ
            911 E. Main St
            League City, TX 77573
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-1111
stock ticker

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
lighthouse

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
financial advisors hands at conference table

Taking Advantage of Your Empoyers Retirement Plan

When: Thursday, July 13, 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
Financial Advisor meeting with clients

Smart Strategies for Claiming Social Security Benefits

When: Thursday, June 15, 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
woman on beach

Medicare 101:  Guest Speaker: Danielle Roberts, Co-Founder of Boomer Benefits & Medicare Expert

When: Thursday, May 11 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
Couple on Beach

Tax Day Bar-B-Q

When: Saturday, April 15, 2023
Time: 11:30 am - 1:00 pm
Where: Red River BBQ
1911 E. Main St
League City, TX 77573
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-1111
financial advisor team consulting with client

Six Questions You Should Answer Before You Retire

When: Wednesday, April 12, 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
Financial Advisor showing client information on a tablet
Financial Advisor meeting with clients

Smart Strategies For Claiming Social Security Benefits

When: Wednesday, February 15, 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
financial advisor team consulting with client

Six Questions You Should Answer Before You Retire

When: Thursday, January 18, 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
Financial Advisor meeting with clients

Smart Strategies for Claiming Social Security Benefits

When: Thursday December 8, 2022
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

Six Questions You Should Answer Before You Retire

When: Thursday, November 17, 2022
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 meeting with clients

Estate Planning 101

When: Thursday, October 13, 2022
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281-938-1111
RSVP: [email protected] or call 281-938-1111
FA consulting with clients

Early Retirement Strategies

When: Tuesday, September 20, 2022
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 showing client information on a tablet
Financial Advisor meeting with clients
Financial Advisor meeting with clients

Smart Strategies for Claiming Social Security Benefits

When: Thursday July 14, 2022
Time: 11:00 am
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-1111
stock ticker

Approaching Retirement and Weathering Market Volatility

When: Thursday June 30, 2022

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 advisors hands at conference table

Taking Advantage of Your Employer's Retirement Plan

When: Thursday June 9, 2022
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 showing client information on a tablet
financial advisor team consulting with client

Six Questions You Should Answer Before You Retire

When: Thursday, April 28, 2022
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 showing client information on a tablet
MDT Financial Advisors, LLC

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