Upcoming Workshops


We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events. Please call 1-800-894-9498 to make a reservation for any one of our scheduled events below.

Events & Workshops

June 4th and 6th

Exclusive Client Event:
New and Updated Retirement Outlooks

May 7th and 9th

Financial Solutions Provided For Todays Retirement Needs
(Steve Fields Steakhouse)

April 23rd and 25th

Financial Solutions Provided For Todays Retirement Needs
(Seasons 52)

April 9th and 11th

Financial Solutions Provided For Todays Retirement Needs
(Seasons 52)

March 12 &14, 2024

Seminar at Truluck’s

february 20 & 22, 2024

Financial Solutions, Saltgrass Steakhouse Arlington (East Lamar)

february 10, 2024

2nd Annual Galentine’s Event will be at City Works (The Star – Frisco)

Call Us Today to Schedule Your One on One Consultation
1-800-894-9498

Interested in Attending an Upcoming Workshop?

Please complete the form below and a member of our team will contact you to confirm your registration.

  • MM slash DD slash YYYY