S&S Insurance Group

Plan Smarter for Tomorrow
2026-02-02 18:30 - 19:30 (America/Chicago) | Midlothian Conference Center, 1 Community Dr, Midlothian, TX, 76065
In an increasingly complex financial world, understanding how to preserve what you’ve built and pass it on effectively has never been more important. This educational seminar offers insight into strategies that can help you make informed decisions to protect your family’s future, reduce potential complications, and ensure your wishes are honored.
RSVP HERE: Plan Smarter for Tomorrow
What You’ll Learn:

Practical approaches to safeguarding your estate and easing the transfer of assets to your loved ones
Ways to help your beneficiaries avoid unnecessary delays, probate issues, and asset liquidation
Techniques to help reduce exposure to estate and income taxes
How to protect inheritances from potential threats like creditors or divorce
Insights into Roth conversion strategies and their role in tax-smart planning
The role of retirement accounts, investment mix, and risk strategy in multigenerational planning
Creative tools—like 529 plans—that may offer more than just education funding benefits
Considerations for leaving behind values, not just valuables

Whether you’re planning to support your children, grandchildren, or charitable causes, this session is designed to help you explore options and gain clarity around your long-term goals. The content is especially relevant for households with established retirement savings or investment portfolios.
The session is informational in nature and designed to help you better understand your options when it comes to legacy and estate planning. There is no cost to attend, and nothing will be sold.

Plan Smarter for Tomorrow: Estate and Legacy Planning
2026-02-10 19:00 - 20:00 | Navarro College – Midlothian, 899 Mount Zion Rd, Midlothian, TX, 76065, United States
In an increasingly complex financial world, understanding how to preserve what you’ve built and pass it on effectively has never been more important. This educational seminar offers insight into strategies that can help you make informed decisions to protect your family’s future, reduce potential complications, and ensure your wishes are honored.
What You’ll Learn:

Practical approaches to safeguarding your estate and easing the transfer of assets to your loved ones
Ways to help your beneficiaries avoid unnecessary delays, probate issues, and asset liquidation
How to protect inheritances from potential threats like creditors or divorce
Insights into Roth conversion strategies and their role in tax-smart planning
The role of retirement accounts, investment mix, and risk strategy in multigenerational planning
Considerations for leaving behind values, not just valuables

Whether you’re planning to support your children, grandchildren, or charitable causes, this session is designed to help you explore options and gain clarity around your long-term goals. The content is especially relevant for households with established retirement savings or investment portfolios.
The session is informational in nature and designed to help you better understand your options when it comes to legacy and estate planning. There is no cost to attend, and nothing will be sold.
PLEASE NOTE: When coming to Navarro College–Midlothian, please enter from the 287 Service Road. GPS directions often route drivers to the Mt. Zion side of the building, which makes access to our classroom more complicated.

Navigating Retirement During Inflation and Tax Changes
2026-02-24 18:30 - 19:30 | Waxahachie Civic Center, 2000 Civic Center Ln, Waxahachie, TX, 75165, United States
This educational seminar offers insight into strategies that can help you make informed decisions to safeguard your nest egg, navigate recent tax changes, and ensure your finances keep pace with the cost of living. Please note: This seminar is educational in nature and will focus on information — there is no cost to attend, and nothing will be sold. It’s an opportunity to broaden your understanding of retirement planning strategies for 2026 and beyond, so you can make well-informed decisions for your family’s future in the new year.
REGISTER FOR THE EVENT HERE
No specific tax advice is given in this class. Instead, the focus is on helping you see the system clearly, recognize avoidable tax traps, and understand where planning conversations matter most.
This class is ideal for retirees and pre-retirees who want to explore legitimate ways to reduce taxes in retirement and are interested in having a personal planning conversation to identify what may apply to their situation.

Intro to Medicare
2026-03-03 17:45 - 18:45 | Nicholas P. Sims Library, 515 W. Main St, Waxhachie, TX, 75165, United States
Whether you’re facing Medicare decisions for the first time, or you’re just needing a refresher course, you’ll want to attend this class to get your questions answered.
This class is offered the first Tuesday of each month.

Long-Term Care Planning Workshop
2026-04-06 06:30 - 19:30 | Midlothian Conference Center, 1 Community Dr, Midlothian, TX, 76065

Medicare 101
2026-04-09 18:30 - 19:30
Medicare 101 is a simple, educational class designed to help you understand how Medicare actually works — without sales pressure or confusing jargon. You’ll learn the basics of Parts A, B, C, and D, how enrollment works, common mistakes to avoid, and how Medicare fits into real-life retirement planning decisions.
This class is ideal for those approaching Medicare age, already enrolled but confused, or helping a parent navigate the system. The goal isn’t to sell you anything — it’s to give you clarity, confidence, and a framework for making informed decisions.

Investing & Retirement
2026-05-19 18:30 - 19:30 | Midlothian Conference Center, 1 Community Dr, Midlothian, TX, 76065
