Seminars
We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.
This is your opportunity to learn how to protect your family, your retirement and your life savings. Our objective is to assist you and your family in defining and addressing critical steps with your financial goals. Remember, you cannot properly plan for something you do not fully understand. That is why we are here to help and guide you.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 28, 2023
3:45p - 5:00p
Texas Financial Advisory -- San Antonio Location
March 28, 2023
11:45a - 1:00p
Texas Financial Advisory -- San Antonio Location
June 23, 2022
6:30p - 8:30p
Gennaro's Trattoria - Canyon Lake
June 22, 2022
6:30p - 8:30p
Gennaro's Trattoria - Canyon Lake
October 15, 2021 - December 17, 2021
9:00a - 5:00p
Webinar
Webinar: What Baby Boomers Need to Know About Medicare
Learn all there is to know about Medicare with this insightful, 30 minute webinar.