Tax Workshop
We offer educational tax workshops to help retirees and pre-retirees understand the tax system and make informed decisions for smarter retirement planning.
05/25/2026
Today, we pause.
Not for a sale.
Not for a long weekend.
But to remember the men and women who gave everything so we could live with freedom, comfort, and opportunity.
Memorial Day is a reminder that freedom has a cost — and some families paid the highest one.
To every fallen hero, and to the families who carry their memory every single day, we honor you. We remember you. We are forever grateful.
🇺🇸 Happy Memorial Day — may we never forget what this day truly means.
05/10/2026
Happy Mother’s Day to all the mom‘s grandma’s and mother figures. We wouldn’t be where we are without you.
05/08/2026
Are you a nurse who loses sleep at night worrying about retirement? Come join us for a free to you seminar and get rid of those worries for good.
An Exclusive Evening Just For Nurses: Marriott Boston Quincy Join Generations Retirement Group for our "Will Retirement Take Care of You?" event and gain the confidence you need to comfortably navigate today’s retirement landscape.
05/05/2026
Happy Cinco de Mayo! 🌮🎉
Today is the perfect reminder to celebrate life with color, joy, good food, and good people. Whether you’re enjoying tacos, music, family time, or just soaking up the festive vibes — may your day be full of laughter and a little extra spice! 💃✨
Celebrate safely, support local, and enjoy every moment!
Don’t Let Uncle Sam Become Your Most Expensive Hobby!
Are you retiring in the next 12 months?
Did you know there’s a tax window on your 401(k) many people miss. I want to help you understand the importance of being prepared for retirement. Here are three things to watch for: Roth conversion timing, the Rule of 55, and coordinating withdrawals with Social Security — just a few pointers to get you started.
Free, informational seminar and workshop link to follow in your local area.
Please reach out in you ever need help on finding the best location in your area. I want to get you on the best path to be prepared for your retirement.
-Christina 😊
Wishing you and your loved ones a very Happy Easter! 🌷🐣
May your day be filled with peace, joy, and time spent with those who matter most. Hope your Easter is filled with blessings, happiness, and a beautiful start to the spring season.
Happy Easter!
The right decisions today can shape your tomorrow.
Happy St. Patrick’s Day! May your day be filled with good luck, great company, and maybe a little extra green. Wishing everyone a safe and festive celebration! 🍀
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Location
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Telephone
Website
Address
15710 John F Kennedy Boulevard
Houston, TX
77032
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |