Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call at 210-625-4847. 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
October 25, 2019
12:00p - 1:00p
San Antonio Office
What is Your Risk Number?
Join us For Lunch and a discussion on Risk Tolerance
October 11, 2019
12:00p - 1:00p
San Antonio Office
Investing in the Power of Education
Robert “Tim” Gump, CFP®, Financial Advisor with Waddell & Reed, will present an overview of 529 education savings plans. He will discuss the importance of planning, the costs of higher education, and various options for education planning. Lunch will be served.