6210 Wooldridge Road
As part of our ongoing commitment to community and education, we’re dedicated to helping those living in Corpus Christi and throughout the Coastal Bend find and develop sound financial strategies.
Advisor Cory D. Summers, CFP®, CIS®, RICP®, CRPC®, AAMS® offers his insights teaching money management classes. If you’re interested in attending a class, please fill out the form below and we’ll contact you with our upcoming schedule.
Ideal for hardworking professionals still accumulating wealth, this six-hour course is designed to keep you well-informed on recent tax law changes and increase your overall financial fluency. With this course, we’re focused on combatting media noise and information gained through viral social shares, instead bringing you experienced, knowledgeable financial advice you can use to build healthy money habits.
Retirement can be a confusing time, and the years leading up to it can be filled with questions on what you should be doing today and what to expect tomorrow. Whether you’re 5, 10 or 15+ years away from retirement, we’ll help you address your biggest concerns including how much you need to retire, goal-creation for a “successful retirement,” retirement income planning, how to reduce tax obligations and more. For your convenience, this course consists of two three-hour sessions, for a total of six hours.
Perfect for those 65 & up already enjoying retirement, this course is geared toward protecting your retirement savings and planning for a stress-free retirement ahead. We’ll help you understand recent tax law changes and how that could impact your retirement income, as well as how your investment choices are affecting your retirement income. This course is designed to offer a bit of everything for everyone, including ways to stay active physically and mentally in your retirement. We offer our “Rejuvenate Your Retirement” course in two two-hour sessions, for a total of four hours.