Taking Advantage Of Your Employee Retirement Benefits

When: Thursday, August 7, 2020 
Times:  11:00AM-12:00PM or 3:00PM-4:00PM
Where: Zoom Digital Meeting
Speaker: Chad Taylor, Managing Partner and Dante Milanesi, Business Developement Advisor
Phone: 281.938.1111
RSVP: [email protected]

_____________________________________________________________________________________________

Market Outlook- Digital Zoom Meeting

When: Tuesday, August 11, 2020 - 12:00 PM
Where: Zoom Meeting
Speaker: Doug Dooley, Managing Partner
Phone: 281.938.1111
RSVP: [email protected]

_____________________________________________________________________________________________

Strategies for Social Security Dinner

When: Thursday, October 29, 2020 - 6:00 - 8:00 PM
Where: Landry's, #1 Kemah Boardwalk, Kemah, TX
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected]

_____________________________________________________________________________________________

4th Quarter Birthday Lunch

When: Wednesday, November 1, 2020 - 11:30 AM
Where: The Flying Dutchman (9 Kemah Water Front Kemah, Texas 77565)
Host: Brittany Thurman
Phone: 281.938.1111
R.S.V.P: [email protected]

_____________________________________________________________________________________________
MDT Financial Advisors, LLC

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, FL, GA, IA, ID, KS, KY, LA, MO, MS, NC, NM, OK, PA, SC, TX, UT). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 and Insurance Products:

  • 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
©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm.  Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX