Please join us

Reserve your seat today!

March 25th

THE PLAZA AT PRESTON CENTER

2:00 pm - 3:00 pm

or 6:00 pm - 7:00 pm

UNIVERSITY PARK

PUBLIC LIBRARY

8383 Preston Center Plaza, Suite 200

Dallas, TX 75225

March 27th

2:00 pm - 3:00 PM

Wills & Living Trust

About Your Instructor

Mark S. Gardner has over four decades of experience, he is a renowned pre- and post-retirement specialist. Mark’s expertise in premium finance life insurance, tax advantaged retirement strategies, and Wills and Living Trust services provides clients with comprehensive estate planning. Mark’s insights are widely sought after, recognized by Forbes, Benzinga, and Yahoo Finance, and have appeared on ABC, NBC, CBS, and Fox affiliates. His dedication to using tax-advantaged strategies ensures clients enjoy worry-free income during retirement.Mark holds certifications in Social Security Claiming Strategies (CSSCS) and is a Master Elite member of Ed Slott’s Master Elite IRA Advisor Group, continuously training with America’s IRA experts. He specializes in advanced retirement strategies, estate planning, and tax reduction methods for retirees. As a certified counselor for college-bound families and a Federal Retirement Consultant, Mark also assists federal employees in navigating their retirement benefits and making informed decisions. He is a member of the Society for Financial Awareness (SOFA), committed to enhancing financial literacy and helping individuals achieve their retirement goals.