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Upcoming Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 23, 2024

6:00p - 7:00p

Baylor Club

Retirement Roadblocks: 7 Financial Risks to Avoid

Just like a memorable trip, a successful retirement begins with a well-thought-out strategy. As you begin traveling down the road to your retirement, or as you continue a retirement journey already begun, have you stopped to wonder what obstacles you may face?

May 9, 2023

6:00p - 7:30p

The Baylor Club

May 4, 2023

6:00p - 7:30p

The Baylor Club

May 2, 2023

6:00p - 7:30p

The Baylor Club

April 27, 2023

6:00p - 7:30p

The Baylor Club

Event Registration