Prepare Institute consists of 2 consecutive sessions designed for those in the early stages of retirement or those about to retire. This series will look at topics that can be challenging during retirement such as asset risk, retirement income, taxes, Social Security, estate planning and many others.
Joe Alexander - a graduate of Texas Tech University and honed his professional skills in both the aviation and automotive fields before focusing all of his efforts and energies in the financial services industry a number of years ago.
Steve Alexander - a former law enforcement officer for the city of Mesquite and a graduate of the University of Texas at Arlington. He has nearly 20 years of experience in municipal government, including six terms as a city councilman.
Steve Perrmann - a graduate of Washington University. Steve is a Senior Partner with e3Wealth and brings more than 25 years of engineering-related experience to the firm.
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