AAII Houston Retirement Solutions SIG
Thursday January 15, 2026
Estate Planning Workshop with Richard Hill
** This is a free webinar online **
Please register in advance by going to AAII Houston Chapter Meeting or using the link below:
https://us02web.zoom.us/webinar/register/WN_CFyzJCPKS4yG0XsC9N2OUg
After registering, you will receive a confirmation email containing information about
joining the meeting.
AGENDA
10:30am John O’Keefe Income SIG Update
John will kick off the day, with an update on the status of the Income SIG and Retirement SIGs.
He invites you to bring topics to cover and any retirement or investing concerns you may have.
10:45am Richard Hill Workshop on Estate Planning
Richard will join us for the entire meeting and will provide a series of workshops from January
through June of 2026 on topics pertaining to managing a successful retirement plan.
What you will learn at this session:
1: A background on Richard and how he built his financial advisory business
2: A few examples of typical documents used in estate planning and the
underlying legal advice on proper estate planning
3: Some more usable advice of how to implement the legal & financial
requirements into your estate documents but more importantly, into your
financial actions
4: Lastly, he will explain how best to integrate practical legal and financial
advice into your everyday plans
We will focus on two things at next week’s SIG meeting:
- A catch up on where things stand at the Houston AAII Club and a discussion of current events or investment/retirement concerns we may have. I am looking for the members to initiate these discussions and I will be happy to moderate or answer questions.
- A Workshop being put on by Richard Hill, a speaker we enjoyed having last fall to thoroughly evaluate the current status of our estate planning needs and how to bring them up to date as needed.
Richard Hill
Richard Hill Bio
After a career in the US military, Richard spent the last 36 years honing his expertise in one thing – helping professionals transition into retirement and designing a plan to help them stay there.
He founded Compass Financial Group in 2010 with a desire to provide comprehensive planning for retirees and those preparing to retire. This focus allowed him to develop a specialization in the things that matter, such as tax reduction strategies, healthcare planning, social security optimization and retirement income strategies Richard has had great experience in Retirement Planning. Richard operates nationwide but is headquartered in Raleigh-Durham.