RetireSimply

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RetireSimply Helping DFW Retire with 𝑪𝒐𝒏𝒇𝒊𝒅𝒆𝒏𝒄𝒆. At RetireSimply™, we are dedicated to empowering our clients.

Join us October 10th for THRIVE in Retirement!
9:00am-3:00pm at the Westin in Las Colinas
Tickets are one sale now at Retiresimplythrive.com

“Link in bio" ⬇️
https://linktr.ee/retiresimply It is our mission to prepare people, helping them make the most strategic and informed decisions possible to guide them towards 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲𝘀. We take a conservative and holistic approach to creating a retirement plan tailored specifically to you, based on your specific needs and lifestyle. The biggest difference with our firm is we aim to offer more than just investment advice. With our 𝗥𝗲𝘁𝗶𝗿𝗲𝐒𝐈𝐌𝐏𝐋𝐘™ process we help you build a simple to understand retirement plan that will cover ways to:

✔️ 𝐒 - SHELTER YOUR MONEY
✔️ 𝐈 - INCOME GENERATION
✔️ 𝐌 - MEDICARE/Long-Term Care
✔️ 𝐏 - PROTECT YOUR LEGACY
✔️ 𝐋 - LESS TO THE IRS
✔️ 𝐘 - YEARLY STRATEGY VISITS

You owe it to yourself to have a qualified professional look to help make sure you are on the right path!

🚨 3 DAYS UNTIL THRIVE!🚨We're almost there!This Saturday, we're gathering at The Westin Las Colinas for a full day dedica...
10/07/2026

🚨 3 DAYS UNTIL THRIVE!🚨

We're almost there!

This Saturday, we're gathering at The Westin Las Colinas for a full day dedicated to retirement education.

If you've been thinking about joining us, now is the time.

📅 Saturday, October 10
⏰ 9:00 AM – 3:00 PM
📍 The Westin Las Colinas

Come ready to learn, take notes and ask yourself the important retirement questions.

🎟️ Reserve your seat: RetireSimplyThrive.com

We'll see you Saturday! 👋

10/05/2026

We’re just 5 DAYS away from our LAST THRIVE in Retirement of the year — and you do NOT want to miss it!

Join us Saturday, October 10th at The Westin Las Colinas for a full day of retirement education, great speakers, great food, and an incredible experience with the RetireSimply team.

🎤 Hear from Scott, Angela & the RetireSimply team
📚 Take home your THRIVE workbook
☕ Enjoy breakfast, coffee & treats throughout the day
🎁 Goodie bags + fun surprises
💬 Learn, connect & spend the day with us!

⏰ 9 AM–3 PM
📍 The Westin Las Colinas

And remember… this is our LAST THRIVE of 2026!

Seats are filling up, so if you’ve been thinking about joining us, now is the time to grab your seat.

🎟️ Reserve your seat today!
RetireSimplyTHRIVE.com

10/02/2026

We're getting closer to THRIVE! 🎉

On October 10, the RetireSimply team is bringing our SIMPLY approach to retirement planning to The Westin Las Colinas for a full day of education, conversation and strategy.

You'll hear from members of our team on the areas of retirement that matter most — from income and taxes to Medicare, long-term care and legacy planning.

We're excited to spend the day with you!

📅 Saturday, October 10
📍 The Westin Las Colinas
⏰ 9:00 AM – 3:00 PM

🎟️ Get your tickets at RetireSimplyThrive.com

What does it actually take to build a retirement plan that works together?At THRIVE in Retirement, we're breaking retire...
09/30/2026

What does it actually take to build a retirement plan that works together?

At THRIVE in Retirement, we're breaking retirement planning into the pieces that matter most.

We'll cover:

💰 Creating retirement income
📈 Coordinating your investments
💵 Understanding taxes in retirement
🏥 Planning for Medicare & long-term care
🏡 Protecting your legacy
📋 Building a strategy for the years ahead

No complicated financial jargon. Just a day focused on helping you better understand your retirement.

📅 October 10, 2026
📍 The Westin Las Colinas
⏰ 9:00 AM – 3:00 PM

🎟️ Save your seat: RetireSimplyThrive.com

Retirement shouldn't feel complicated.That's exactly why we created THRIVE in Retirement. A one-day educational experien...
09/28/2026

Retirement shouldn't feel complicated.

That's exactly why we created THRIVE in Retirement. A one-day educational experience designed to help you understand the moving pieces of retirement and how they fit together.

We'll spend the day walking through the RetireSIMPLY™ approach, including:

✔️Sheltering your money from market shifts
✔️ Income in retirement
✔️ Medicare & long-term care
✔️ Protecting your legacy
✔️ Taxes
✔️ Building a retirement strategy you can understand

📅 Saturday, October 10
📍 The Westin Las Colinas
⏰ 9:00 AM – 3:00 PM

If you're retired or getting close, this is a day designed with YOU in mind.

🎟️ Reserve your seat while you still can at RetireSimplyThrive.com

We are offically ONE DAY AWAY! If you have not already secured you tickets for RetireSimply THRIVE in Retirement Worksho...
08/21/2026

We are offically ONE DAY AWAY! If you have not already secured you tickets for RetireSimply THRIVE in Retirement Workshop it is not too late! Head to RetireSimplyThrive.com/register to get you tickets today! Walk-ins are welcome and we can't wait to see you all at THRIVE!

Check-In opens at 8:00am
Doors open at 8:30am
Start promptly at 9:00am
Snacks and Drinks included all day!
Program concludes at 3:00pm

Location: The Westin Dallas Stonebriar Golf Resort & Spa
1549 Legacy Dr, Frisco, TX 75034

08/17/2026

They came to THRIVE. They learned. They left with a new perspective on retirement.
Now it’s your turn. ❤️

Hear what past attendees have to say and purchase your tickets today for THRIVE in Retirement event this weekend at the Westin Stonebriar in Frisco from 9am-3pm!

Head to RetireSimplyThrive.com to purchase your tickets!

What if one Saturday could change the way you think about retirement?At THRIVE in Retirement, you'll spend the day learn...
08/08/2026

What if one Saturday could change the way you think about retirement?

At THRIVE in Retirement, you'll spend the day learning practical strategies designed to help you retire with greater confidence—not confusion.

Our team will walk you through the SIMPLY Process, covering the six essential areas of retirement planning:

💼 Shelter Your Money
💰 Income Generation
🏥 Medicare & Later Care
🛡️ Protect Your Legacy
📉 Less to the IRS
📅 Yearly Strategy Visits

Whether retirement is just around the corner or you're already enjoying it, THRIVE is designed to give you the knowledge and tools to make informed decisions about your future.

📅 Saturday, August 22
🕘 9:00 AM – 3:00 PM
📍 Westin Stonebriar | Frisco, TX

🎟️ Tickets are on sale now. We hope you'll join us for a day of learning, planning, and preparing for the retirement you've worked so hard to achieve.

02/24/2026

A room full of people asking questions, comparing notes, and learning together can change everything.

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This event is provided for education purposes only and does not include individualized investment advice or recommendations. Admission fees collected for this event are donated in full to Folds of Honor, a 501(c)(3) nonprofit organization that is not affiliated with Foundations or its investment advisory services. Foundations and the presenting investment adviser representatives do not receive any compensation, reimbursement, or other economic benefit, directly or indirectly, in connection with this event. Attendance at this event does not create an advisory or client relationship with Foundations or the presenter, and no advisory services are being offered or solicited. Foundations does not sponsor, endorse, or administer this event, and participation should not be construed as an endorsement of the charity or its activities.

Address

3120 Sabre Drive, #140
Southlake, TX
76092

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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