Wednesday, September 08, 2010
 
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Tele: (713) 984-8044
Fax: (713) 984-8048
5151 Katy Freeway suite 208
Houston, TX 77007

Securities offered through
Resource Horizons Group, L.L.C.
Member FINRA, SIPC
Advisory Services offered through Resource Horizons Investment Advisory
1350 Church Street Ext.NE, 3rd floor
Marietta, GA 30060
770-319-1970



   
You're Invited Minimize

  

Join us starting Friday, September 17 for timely educational sessions that may affect your business or your personal finances. 

We've lined up a wide array of outside experts from health care reform to using social media to expand your marketing. Come for the breakfast or lunch session to keep your day at its most productive.

We're limiting seating to 8 people per session to allow for interaction and questions so sign up right away and let us know you are coming.

All sessions will take place in our offices, conveniently located at:

5151 Katy Freeway, ste 208 (feeder road between TC Jester and Durham)
Plenty of free parking across Nolda Street from our building

Times: 7:45 a.m. and 11:45 a.m. on Fridays

Topics you won't want to miss:

  • Friday, September 17: How the 2010 Health Care Reform Bill will impact your business
  • Friday, September 24: Investment solutions that may help you get cash flow from equity positions or help you accelerate your tax loss recovery.
  • Friday, October 1:Optimizing your property and casualty insurance relationship
  • Future topics include Branding, Trends in Fixed Income, Alternative investments, and Managing Your Taxes.

RSVP by letting Dijana Crouch know at
713-984-8044 ext. 2 or
dcrouch@smartgrouphouston.com

Workshops are for educational purposes only. No specific investments will be recommended or implied. There is no charge to attend these educational workshops.

 

   
Welcome to SMART Group Houston   Minimize

When we put together your financial plan, we like to include a little something called

YOU.

At SMART Group Houston, our goal is to help you build and secure a prosperous future for you and your loved ones. Our financial program considers your dreams, your desires, your strengths and your obstacles. The whole you. It’s the kind of approach you’re not likely to find from a majority of financial consultants. And that’s just the way we like it.

   
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Rethinking Risk
When you reach age 59 ½, attitudes toward investing typically change. You start to realize that little new money will be added to your nest egg going forward. The bulk of the money you have to live o...
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ROTH IRA CONVERSIONS FOR 2010 - A unique opportunity for IRA owners.
Guess what, though: the federal government is giving you a tax break this year. If you do a Roth conversion in 2010, you can choose to divide the taxes on the conversion between your 2011 and 2012 fed...
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What do banks – and large corporations – know that the majority of investors are missing?
Since the 1980s, companies have become some of the largest buyers of life insurance … Unlike group life insurance … corporate-owned life insurance pays the company when an insured person dies, even if...
img Posted By Richard Tesmer on 6/2/2010 3:02:37 PM

WHAT’S GOING ON WITH THE ESTATE TAX?
The unconstitutional argument goes like this: if Congress moves to retroactively apply the estate tax for 2010, an estate could take the mater to court and point out that Congress had all year to rein...
img Posted By Richard Tesmer on 6/2/2010 3:12:35 PM

When debt is ok or DEBT is not a 4- letter word
“ Neither a borrower, nor a lender be ” says Polonius in Shakespeare’s Hamlet. “… the borrower is servant to the lender ,” Proverbs 22:7.
img Posted By Richard Tesmer on 6/2/2010 3:19:52 PM

When is the right time to get started?
OK, so you have made the decision to get started. How do you go about it? At SMART Group Houston, we start with the total picture of your current situation.
img Posted By Richard Tesmer on 6/2/2010 4:16:16 PM

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