Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We also offer information seminars and guest speakers with educational handouts and reference materials.
Our client events are held at carefully select fine dining, geographically convenient restaurants with capacity to accommodate all of our clients but also have room for your guests. Therefore, we ask that guests be limited to pre-retirees or retirees who might be interested in our services and who you suspect may have current investable assets of at least $250,000.
New prospect seminars are held at least quarterly in most North & West Houston regional areas. One of the finest complements we receive is from our clients is for them to attend one of these events with a guest whom you feel might benefit from meeting us and learning about our services. You can request information on our next seminar in your guest's geographic area by calling our office or by entering your information in the "Have a Question Box" on this page. We will be happy to email both of you a detailed description and invitation to the next event.