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HOW TO GET IN TOUCH

CLICK HERE TO REGISTER

Income Clarity: Create confidence around how your wealth can support the life you're building.

The Decisions That Shape Retirement

Investment Planning: Align your investments with your goals, timeline, and tolerance for uncertainty.

Legacy Design: Align your wealth with the people, values, and causes that matter most.

Tax Strategy: Identify opportunities to improve efficiency and keep more of what you've built.

How each of these decisions works together within a comprehensive retirement plan

Health Care Planning: Prepare for future healthcare decisions before they become urgent decisions.

The Next Chapter Deserves More Than a Retirement Plan.
It Deserves a Thoughtful Strategy.

The most important retirement decisions aren't made in isolation. They require thoughtful planning that supports your goals, protects what you've built, and creates confidence for the decades ahead.

CLICK HERE TO REGISTER

Thursday, July 30th  @ 6:30 PM

7500 FM-2920 Klein, TX 77379

Seats are limited. Registration is required.

Klein Multipurpose Center (Room 406)

Kevin Brady Community Center
(Room #116 - Jim and Nelda Blair Classroom)

2250 Buckthorne Pl, Spring, TX 77380

Join us for a complimentary educational workshop where we'll explore The Five Foundations of Enduring Wealth and how they work together to support the life you're building in retirement.

EVENT DETAILS

Klein Multipurpose Center (Room 406)

Thursday, July 30th  @ 6:30 PM

7500 FM-2920 Klein, TX 77379

Kevin Brady Community Center
(Room #116 - Jim and Nelda Blair Classroom)

2250 Buckthorne Pl, Spring, TX 77380

Thursday, July 30th  @ 6:30 PM

Class Full! Thank You!CLICK HERE TO REGISTER

Phone: 281-612-6200

Email: marketing@seraewealth.com

Website: https://seraewealth.com/

MEET YOUR HOST

Scott Hefty is a Senior Wealth Manager at Serae Wealth™ and holds the Certified Financial Planner™, Chartered Financial Consultant®, and Certified Tax Specialist® designations, reflecting his focus on comprehensive, tax-efficient planning.

Scott Hefty CFP®  ChFC®  CTS™
Senior Wealth Manager, Founding Partner
Series 65 and Life & Health Licensed

He brings nearly a decade of expertise guiding clients through pivotal financial transitions, whether through retirement, career shifts, sudden wealth, or preparing for the next generation for financial stewardship. His approach blends deep technical knowledge with long-term perspective, making him a valued advisor to individuals and families navigating complexity with care.

Prior to Serae, he served as an investment adviser representative at Networth Advisors, LLC where he was instrumental in scaling the firm from $30 million to over $350 million in assets under management. During his time there, he helped develop systems, strengthen client relationships, and deliver planning strategies that supported sustainable growth.

Known for his steady presence and practical mindset, Scott transforms complexity into clarity, helping clients make decisions with confidence and purpose.

Originally from Northeast Ohio, he now lives in The Woodlands with his wife, Rachel, and their son, Buckley. He’s a morning person, a home barista, and a lifelong learner who enjoys the rhythm of a well-brewed coffee and a well-played round of golf. Outside of work, he values time outdoors and finds energy in moments of quiet focus. The same qualities he brings to his work with clients.