Events
2024 Speaking events for Vicki and Karl Joern.
Upcoming events
TAXES IN RETIREMENT &
SOCIAL SECURITY BENEFITS
This educational course offers real-world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This course is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you.
LIVE EVENT at BARBARA BUSH LIBRARY
6817 Cypresswood Drive, Spring, TX, 77379
Workshop Schedule
Two Convenient Classes to Choose From:
Tuesday, March 5th @ 6:00 p.m. - 7:30 p.m. CST
Tuesday, March 12th @ 6:00 p.m. - 7:30 p.m. CST
Past Events
SOFA offers educational events. Any and all services related
to SOFA are an outside business activity and are not offered through or supervised by Impact Partnership Wealth, LLC (IPW).
Retirement and 401K
Financial Pearls of Wisdom
Tax Planning
Individual Retirement Account IRA
Roth IRA Another Tax Break for Americans
Getting Fiscally Fit
Real Money- Real Estate
Maximizing The Right Mortgage Strategies
Stress and Your Health
Budgeting
Social Security
Taxes In Retirement
Medicare
Social Security
Taxes In Retirement
Long - Term Care
Insurance and annuities offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944. Bee Financial Partners, LLC. is an Investment
Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products.
The insurance products offered by Vicki or Karl Joern are not subject to Investment Advisor requirements. Bee Financial Partners, LLC. is not affiliated with the U.S. government
or any governmental agency.
No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Impact Partnership Wealth offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website, https://impactpartnershipwealth.com/wp-content/uploads/2021/06/Impact-Form-CRS.pdf.
Insurance and annuities are offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944.
Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not: