Classroom Instruction for Adults  -  Age 50 to 70


(Near Grapevine Mills)


Feb 19th & 26th

6:30 pm to 9:30 pm



Feb 20th & Feb 27th

6:30 pm to 9:30 pm

Registration is FREE

Class Includes 2 Workbooks

You will be contacted to confirm registration details  following your submission.



Know if you have enough money to retire
Shield your assets from rising taxes
Develop strategies to maximize your           Social Security income
Avoid the three "pitfalls" of 

   retirement distribution
Understand if your portfolio is truly             “diversified”
Evaluate if a Roth Conversion

   is right for you
Plan for incapacity due to illness or injury

This course is offered by the Bering Financial.

North Lake College - North Campus is not affiliated with the event and the College should not be contacted regarding the program.

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546 Silicon Dr, Ste 103

Southlake, TX 76092

   (817) 571-2626

Contact Us

Bering Financial specializes in arming clients with knowledge and awareness about their money

that empowers them to make better financial decisions for their family and their future.


Bering Financial is the proprietorship of Registered Representative Patrick Smith.

Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer & member FINRA & SIPC. Bering Financial and CSS are independent entities.

Please be advised that presently Registered Representative Patrick Smith holds FINRA Series 7 registration & Series 66 licenses in Texas, Arizona, Florida and Oklahoma. Patrick Smith holds licenses for the sale of Life & Health Insurance and Annuities in Texas, Florida and Illinois. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Patrick Smith before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you click on any link to another website provided herewith, you  are leaving this site.

Bering Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Bering Financial website and assume total responsibility and risk for your use of these sites.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This website is intended solely to convey general information about the products and services provided by Bering Financial and is not investment advice or the solicitation for the purchase or sale of any security, product or service.