Latest Past Events

2022 Quarterly Market Outlook at the Hurst Conference Center

Hurst Conference Center 1601 Campus Drive, Hurst

Another year down, and what a year it’s been! Many are still trying to figure out where the time has gone these past two years. POOF – it’s almost like one year vanished! What has not vanished is the effects COVID-19 has had on the economy. Sprinkle in a new White House administration, uncertainty in …

2022 Quarterly Market Outlook at The Retreat

The Retreat Golf Course 7725 FM 1434, Cleburne

Another year down, and what a year it’s been! Many are still trying to figure out where the time has gone these past two years. POOF – it’s almost like one year vanished! What has not vanished is the effects COVID-19 has had on the economy. Sprinkle in a new White House administration, uncertainty in …

Tax and Retirement Planning

The Colleyville Center 5301 Colleyville Drive, Colleyville

Tax and Retirement Planning Seminar The Colleyville Center February 17 | 6 – 7:30 pm In this seminar, you’ll learn: Potential tax law changes and how those could alter your retirement plan. The changing rules for a retiring generation of baby boomers Possible tools and strategies available to retirees to help develop a retirement tax …