Events

Join us for an upcoming event, where we'll help you find answers to some of the most common financial questions.

Attend a Live Event

We believe every conversation has value. Humble, honest and direct. It’s the way two people begin to build trust in one another, by talking openly and honestly. Our live events aim at discussing as many top retirement topics and financial trends as possible. Please consider this your invitation!

Scroll down for the topic and time that works best for you!

Feb
17
Dinner Workshop
Firebirds Wood Fired Grill (Preston Road & 121)
6:30 pm
Register
Feb
19
Estate Planning Workshop
Richardson, TX (check back for location!)
6:30 pm
Register
Feb
24
Estate Planning Workshop
Richardson, TX (check back for location!)
6:30 pm
Register
Mar
12
Dinner Workshop
Pappadeaux Seafood Kitchen
6:30 pm
Register
Mar
17
Dinner Workshop
Pappadeaux Seafood Kitchen
6:30 pm
Register
Mar
26
Taxes in Retirement Workshop
Richardson, TX (check back for location!)
6:30 pm
Register
Mar
31
Taxes in Retirement Workshop
Richardson, TX (check back for location!)
6:30 pm
Register