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    Monument Retirement & Wealth Advisory Workshops

    At Monument Retirement & Wealth Advisory, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income, wealth preservation, legacy planning and tax minimization. Often, our seminars and insurance sales presentations include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar and insurance sales presentation.

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    All written content on this site is for information purposes only. Opinions expressed herein are solely those of Monument Retirement & Wealth Advisory, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Monument Retirement & Wealth Advisory, LLC a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Monument Insurance & Financial Services, Inc. Monument Retirement & Wealth Advisory and Monument Insurance & Financial Services are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted.

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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.