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

Previous Events

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

Retirement Planning-Beyond The Basics

When: Thursday, August 25, 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

Six Steps To Help Secure Your Retirement

When:  Thursday, August 4, 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

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

Retirement Planning-Beyond The Basics

When: Tuesday, May 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 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

Retirement Planning-Beyond The Basics

When: Thursday, March 10, 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

Six Steps To Help Secure Your Retirement

When: Thursday, February 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
stocks and stats


2022 Outlook: Which Way To The Recovery

When: Thursday, January 13, 2022
Time: 11:00 am - 12:00 pm
Where: Zoom Online Meeting
Host: MDT Financial Advisors
Phone: 281.938.1111
RSVP: [email protected] or call 281-938-1111