Retiree Group Luncheon

Join us for a Retiree Group Luncheon!

Event Details:

We warmly invite you to a free, educational, and entertaining luncheon at Landry's Seafood House, located at 6801 Gateway Blvd W, El Paso, TX 79925.
*Please note that seating is limited, and reservations are required to attend (the registration form is provided below).

Presentation Topic Ideas:

  • Estate Planning, Market Trends, & Steps to Pursue Your Retirement Goals - This lunch & learn will cover estate planning strategies (wills, probate, trusts, and more), market risk (are we in an "AI bubble" and potential red flags in your portfolio), and ideas to preserve what you have built.
  • Sharing Connections Presenter: Assistance League of El Paso - The Assistance League of El Paso will present on the good work that they are doing in our community and how people can get involved.

If you have questions or would like more information, please get in touch with our office at 915-257-2627.

We hope to see you there!

Presenter and sponsor information is below.

Event Details

DATE & TIME

Thursday, November 5th | 11:30 a.m. - 1:00 p.m.

LOCATION

Landry's Seafood House
6801 Gateway Blvd W
El Paso, TX 79925

Event Registration

*While this is a FREE event, reservations are required to attend.

Presenter & Sponsor Information:

The Presenters:

Adrian F. Dodds, CFP®
Senior Financial Advisor & Managing Partner
Dodds Wealth Management Group

With over 20 years of experience in the financial planning industry, Adrian is a seasoned professional committed to always acting in his clients' best interests when providing financial advice. Adrian focuses on investment planning, retirement income planning, estate planning, and risk management. With his experience and knowledge, he develops tailored solutions to meet his clients' specific needs, helping them plan, build, and preserve their wealth so they can be ready for every season of life. Adrian received a Bachelor of Science in Family Financial Planning from Texas Tech University. Adrian enjoys supporting and giving back to the community. He enjoys spending time with his family. He also likes trail running, exercising, and reading.


Assistance League of El Paso
Assistance League® of El Paso is a 501(c)(3) all-volunteer, nonprofit organization that puts caring and commitment into action through philanthropic programs in El Paso County. Assistance League of El Paso is funded through its Thrift Shop, grants, fundraising, and public donations. Assistance League of El Paso programs include: Operation School Bell®, Assault Survivor Kits®, PASO Bears, and WHO (We Help Others).


Event Sponsor:


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