Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
July 24, 2024
11:00a - 12:00p
Legends Hall at The Marq Southlake
Estate Planning Event
Attend this seminar and learn about: How to protect your family and loved ones when you no longer can. 6 strategies for a strong generational wealth management plan. Ensure your beneficiaries get their inheritance without selling assets. How to pass on more than just your assets and leave a true legacy.
July 23, 2024
11:00a - 12:00p
Legends Hall at The Marq Southlake
Estate Planning Event
Attend this seminar and learn about: How retirement planning, portfolio-mix and risk tolerance can affect future generations. Strategies that could help reduce taxes. How a 529 plan can be an efficient estate planning tool. How bracket topping can minimize tax implications of Roth Conversions and enhance the value of your estate.