Events

Client Holiday Party

Protect Yourself From Yourself

Client Appreciation - Space Cowboys Event

From Successful to Significant: Exit Planning for Business Owners

Shred, Sip & Save: Declutter & Celebrate Mom

2025 Q2 Investment Outlook

Cyber Security with retired FBI Agent, James Morrison

Retirement Destination - Tax Policy and more!

Artificial Intelligence: The Most Important Innovation of Our Lifetime?

Join Bradford Neuman, CFA®, for a webinar on AI’s transformative impact on leadership and market strategy. Explore AI-driven opportunities, economic implications, and ethical challenges. Feb 11, 2025 | 2 PM CDT. Register now!

2025 Market Outlook

Join us for an engaging and informative event, the 2025 Market Outlook, where an LPL expert shares insights on the financial markets and economic trends shaping the year ahead. This is a unique opportunity to gain valuable knowledge about key investment themes, strategies, and ideas that could help you navigate the opportunities and challenges of the new year with confidence.

People care about elections. Markets don't.

Client Holiday Party

Casino Night

Client Appreciation Event - Space Cowboys Baseball Game

Shred Day

Shred-It event for recycling unwanted documents securely.

2024 Valentine's Luncheon "Less Clutter, More Joy"

You and a guest are invited to a Valentine’s Luncheon at the Junior League of Houston on February 14th at 11:30AM.  We will provide a brief economic update and then hear from our keynote speaker Ashley Barber and do some hands-on/fun activities.  Ashley is one of fifteen worldwide approved KonMari Speakers. Her passion is helping busy families and professionals simplify their homes and lives for better health and happiness.  She will be speaking on the topic of “Less Clutter, More Joy”.  You will all walk away feeling refreshed and empowered to create intentional and inspiring spaces. 

2024 Market Outlook Event

Join us for our 2024 Market Outlook as Quincy Krosby provides LPL Research's insights. You will gain valuable knowledge and hear investment themes and ideas that may be beneficial for the new year. Heavy hors d'oeuvres and drinks will be provided.

Wine Tasting

Join us as we embark on a blind tasting and recreation of the Paris Wine Tasting of 1976, also known as the Judgement of Paris.  Space is limited please RSVP as soon as you can.

Evening | Houston - Cyber Safety and Elder Fraud Prevention Seminar

Protecting yourself and your loved ones from cyber crime and fraud is top of mind for many of us.  Join us Tuesday, July 11th at 5:30PM for a Cyber Safety and Elder Fraud Prevention Seminar presented by Transamerica and Crime Stoppers.  This event will be in the Amenity Center on the 1st Floor over our Houston Office.  Beer, wine and heavy hors d'oeuvres will be provided.  We look forward to seeing you there!

Lunch | Sugar Land - Cyber Safety and Elder Fraud Prevention Seminar

Protecting yourself and your loved ones from cyber crime and fraud is top of mind for many of us.  Join us for a Cyber Safety and Elder Fraud Prevention Seminar presented by Transamerica and Crime Stoppers.  Lunch will be held at Churrascos | Sugar Land on Tuesday, July 11th at 11:30AM.  

Family Movie Night - Marvel Studios - Guardians of the Galaxy Vol. 3

2023 Market Outlook - Finding Balance

Please join me on Thursday, February 23rd at 6:00PM for our timely 2023 Market Outlook presentation.  

2023 Valentine's Luncheon